Client Onboard Intmd Analyst, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Onboard Intmd Analyst is a developing professional role that integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. The role requires diligent, motivated individuals who demonstrate organizational skills, excellent communication abilities, and proficiency in Microsoft Office Applications. The position involves handling account opening processes, documentation issuance, managing cross-functional relationships, ensuring compliance with internal processes, and maintaining high levels of customer service.

Job Responsibility:

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
Ensures 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.
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.

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).

Additional Information:

Job Posted:
June 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboard Intmd Analyst