Client Onboarding Intermediate Analyst Job at Citi (Warsaw)

Client Onboard Intermediate Analyst

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

Location

Japan , Tokyo

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 Japanese and 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 Onboarding Sr Analyst

The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-dep...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities

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 excellent 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
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

New

Custody Client Onboarding Intermediate Analyst

Are you looking for a career move that will put you at the heart of a global fin...

Location

Poland , Warsaw

Salary:

120200.00 - 190000.00 PLN / Year

Citi

Expiration Date

Until further notice

Requirements

Advanced level of English (written and spoken)
3-5 years of experience in client facing roles, such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Customer Due Diligence
Very good interpersonal and communication skills
Good time and project management skills
Strong analytical and problem-solving skills, with a keen eye for detail
Demonstrated commitment to risk management and regulatory compliance

Job Responsibility

Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance
Provide outstanding customer service and resolve client inquiries with expertise and efficiency
Support, understand and implement client requirements
Monitor customer satisfaction and service level and drive process changes, provide innovative solutions to clients
Manage daily account opening and maintenance activities, ensuring accuracy and adherence to regulatory requirements
Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients, while ensuring excellent customer service and a smooth process
Lead projects within the account services space, collaborating effectively with cross-functional teams
Develop and implement new work procedures and analyze complex issues to optimize efficiency and mitigate risk, reduce performance metrics to track defects and productivity
Promote a strong risk management culture and ensure regulatory compliance

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

Client Onboard Intermediate Analyst

The Client Onboard Intermediate Analyst is a middle management role and will be ...

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 Client onboarding/ Static data update/ Client reference data update
Required relevant academic qualifications: university graduate with Business/Finance/Economics
Bachelor’s/University degree or equivalent
MBA degree preferred

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system set ups
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

Fulltime

New