The Client Onboard Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
• To lead the implementation of low, medium and complex deals in line with project management methodology and have end to end management of dedicated client deal portfolio enhancing the client on-boarding experience.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
• Embarks on continuous on the job training for end to end product knowledge.
• Understands client requirements and implement them correctly.
• Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drive process changes.
• Provides innovative solutions to clients.
• Ensures a strong and robust processing environment with effective controls.
• Establishes risk management practice.
• Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Consistently demonstrates clear and concise written and verbal communication skills.
• Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).
• Japanese language proficiency a plus

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Primary Location Full Time Salary Range:

$77,400.00 - $108,000.00

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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