Client Onboard Analyst 2 Job at Citi (Bogotá)

Client Onboard Analyst 2

The Client Onboard Analyst 2 is a developing professional role and will be focus...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
8 to 10 years of relevant experience in Custody Client onboarding/ Static data update/ Client reference data update
Have required relevant academic qualifications: university graduate with Business/Finance/Economics
Proactive and a self-starter with a positive can-do approach
Team-player who is committed to service delivery perfection and always has the bank and client's best interests in mind
Result oriented dedicated, hardworking who can deliver on time with high level of integrity and flexibility
Proficient in handling urgent cases
Dedication to fostering an inclusive culture and value diverse perspective
Good interpersonal communication skills and able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system set ups
Demonstrate 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 service
Provide timely advise to Implementation managers and other internal counterparts on account opening process and other documentation requirements
Ensure all communications are of the highest professional standard to maintain client service excellence
Timely and effective escalation of potential issues to the management
Processes clients' instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels
Co-operates with and supports other teams/employees upon supervisor's instruction, including possibility of movement to another team and/or process
Performs other crucial tasks instructed by supervisors, e.g., participation in trainings, projects, conference calls, systems' testing, transitions
Ensures high levels of client satisfaction through strong product, process, and client knowledge

Fulltime

Officer, Client Onboard Intermediate Analyst, Operations

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

Japan , Naha

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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

Fulltime

Client Onboard Intermediate Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

Kazakhstan , Almaty

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Ensures consistent delivery of high quality service to customers
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
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

Fulltime

Client Onboard Intermediary Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

China , Beijing

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
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
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly

Fulltime

Client Onboard Intmd Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
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
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly

Fulltime

Client Onboard Intmd Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
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
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly

Fulltime

Client Onboard Intmd Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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
Proficient in handling urgent and escalation cases and manage client and internal team expectations
Proficient knowledge of English (written and spoken)
Bachelor’s/University degree or equivalent experience

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
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
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly

Fulltime

Client Onboard Intermediate Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...

Location

Hong Kong , Kowloon City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s/University degree or equivalent experience
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

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
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
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
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
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Fulltime

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Client Onboard Analyst 2

Job Description

Job Responsibility

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Client Onboard Analyst 2

Client Onboard Analyst 2

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