Agency & Trust Onboarding Analyst-c11

hace 3 días

Ciudad de México Citi A tiempo completo

The Fiduciary Onboarding Analyst is a developing professional role in charge of processing client instructions for fiduciary client accounts opening, maintenance and closure.

**Responsibilities**:

- Responsible for providing support to the Agency & Trust business.
- Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes.
- Provide full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables.
- May supervise day-to-day work of junior level employees, but will not typically have formal management role.

**Qualifications**:

- Excellent problem solving skills. Excellent analytical skills. Reporting knowledge.
- Basic / Intermediate English
- Previous client onboarding experience
- 2-5 years relevant experience

**Education**:

- Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Management
- **Time Type**:
Full time
- **Most Relevant Skills**

Please see the requirements listed above.
- **Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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