Client Onboarding Analyst
hace 1 semana
The Customer Service Analyst 2 is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.**Responsibilities**:- Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues- Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards- Conduct necessary analyses to address client needs- Communicate resolutions to clients- Develop and maintain client portfolio through regular calls and face to face interaction, as needed- Inform clients about problems (system failures, market issues) and provide regular resolution updates**Qualifications**:- 0-2 years of relevant experience- Experience in customer service preferred- Computer proficiency- Consistently demonstrate clear and concise written and verbal communication- Proven investigative and analytical skills- Demonstrated ability to present concepts and influence change- Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results- Proven ability to work under limited supervision within a team environment**Education**:- Bachelor's degree/University degree or equivalent experienceExperto en documentación de clientes, expedientes, actas de poderes, contratos de diferentes productos.Validación de documentación previo a solicitar la ejecución de los mismos a las áreas operativas.Relacionado a onboarding y contratos de cuentas de cheques, implementación de productos cash (bancas electrónicas), productos de mercados (derivados, FX, inversión)Trabajo en equipo, organización, compromiso y responsabilidad- **Job Family Group**:Customer Service- **Job Family**:Institutional Customer Service- **Time Type**:Full time- Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
-
Onboarding Analyst
hace 1 semana
Ciudad de México kikoya A tiempo completoSomos kikoya una plataforma para la originación de crédito. Ayudamos a nuestros clientes (SOFOMes, SAPIS, Cajas y otros) a originar como las mejores Fintech. Somos una plataforma SaaS, por lo que nuestros clientes solo pagan una renta mensual por lo que usan, ahorrando en costos de servidores, seguridad y mantenimiento.Objetivo: Ser el responsable del...
-
Analyst, Investor Servicing
hace 2 días
Ciudad de México BlackRock Investments A tiempo completo**Analyst, Investor Servicing & Onboarding - Mexico**:**Location**:**Mexico City, Mexico City**Category:**Client Service**Job Requisition #**:R **Date posted**:Oct. 03, 2024
-
Analyst, Investor Servicing
hace 3 días
Ciudad de México, CDMX BlackRock Investments A tiempo completo**Analyst, Investor Servicing & Onboarding - Mexico**: **Location**: **Mexico City, Mexico City** Category: **Client Service** Job Requisition #**:R245861** Date posted**:Oct. 03, 2024
-
Commercial Banking
hace 3 semanas
Ciudad de México JPMorganChase A tiempo completo**JOB DESCRIPTION**We are seeking a motivated Implementation Solutions Analyst (ISA) for our Commercial Bank (CB) organization. This entry-level role involves a variety of tasks that directly impact the client onboarding experience, setting the tone for our clients' business expansion. The ISA will collaborate with Onboarding Specialists and operations teams...
-
Onboarding Analyst
hace 3 días
Ciudad de México Vonage A tiempo completo**Join Vonage and help us innovate cloud communications for businesses worldwide!**: **Why this role matters**: We are looking for an Onboarding Analyst to join our Onboarding team. This role works cross functionally with our sales team to ensure that customers are onboarded in the best possible way. You will liaise with different operational teams, finding...
-
Onboarding Analyst
hace 2 días
Ciudad de México Vonage A tiempo completo**Join Vonage and help us innovate cloud communications for businesses worldwide!**:**Why this role matters**:We are looking for an Onboarding Analyst to join our Onboarding team. This role works cross functionally with our sales team to ensure that customers are onboarded in the best possible way. You will liaise with different operational teams, finding...
-
Business Development Analyst
hace 2 semanas
Ciudad de México Shopee A tiempo completo**Shopee **is the E-commerce Lead in Southeast Aseia, currently in Mexico We are looking for a Busines Development Analyst for the Onboarding team. - Onboarding of sellers in incubation process to assure they have all the necessary tools to go live. - Prepare the necessary materials for training the sellers - Conducting necessary follow-up to ensure sales...
-
Agency & Trust Onboarding Analyst-c11
hace 6 días
Ciudad de México Citi A tiempo completoThe 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...
-
Client Onboarding Analyst
hace 5 días
Ciudad de México, Ciudad de México Citi A tiempo completoThe Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Especialista de Onboarding de Clientes
hace 5 días
Ciudad de México, Ciudad de México mirlo A tiempo completoSobre MirloMirlo es la primera empresa de telefonía celular con inteligencia artificial en México.Ayudamos a empresas y profesionales a automatizar sus llamadas con agentes de voz impulsados por IA que responden y realizan llamadas 24/7 —y pronto también integraciones con WhatsApp.Estamos creciendo rápido y construyendo una marca que inspira y educa...