Overview
client onboarding intermediate analyst - c11. The client onboard intmd analyst is a developing professional role. It involves solving problems with some autonomy, applying in-depth specialty area knowledge and understanding industry standards. The role requires attention to detail and the ability to communicate complex information clearly. Moderate impact through close contact with the business activities, with quality and timeliness of service affecting related teams.
responsibilities
* responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
* 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 expectations 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 open and direct communication of issues, needs, queries, etc., in such a way 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 implements them correctly.
* understands new customer requirements and ensures 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 and maintains a culture of risk and controls through processes and checkpoints.
* daily deliverables of routine and defined tasks, while developing knowledge of the broader context of work.
* has the ability to operate with a limited level of direct supervision and 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 consideration for the firm’s reputation and safeguarding citi and its clients by driving compliance with applicable laws, rules and regulations, and escalating 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).
education
* bachelor’s/university degree or equivalent experience
full bilingual (espanol e ingles)
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