Client Onboarding Manager, Citi

Citi

Location:
Taiwan, Taipei

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboard Intermediate Analyst is a developing professional role responsible for customer interaction, documentation issuance, review and system setups. This position focuses on timely and accurate delivery of all account opening functions while delivering superior customer service and resolution of customer issues.

Job Responsibility:

Customer interaction, documentation issuance, review and system setups
Timely and accurate delivery of all account opening functions
Delivering superior customer service and resolution of customer issues
Day to day management of account opening and maintenance processing
Project management in account services space
Managing cross-functional relationships with all teams
Determining new work procedures, analyzing complex and variable issues
Ensuring consistent delivery of high quality service to customers
Ensuring awareness and full compliance of internal processes, regulations, policies
Establishing and maintaining close working relationship with clients and within team
Continuous on the job training for end to end product knowledge
Understanding client requirements and implement them correctly
Monitoring customer satisfaction and service level and drive process changes
Providing innovative solutions to clients
Ensuring a strong and robust processing environment with effective controls
Establishing risk management practice
Maintaining strong culture of risk and controls

Requirements:

Bachelor's/University degree or equivalent experience
3-5 years of experience in Documentation review, Account Maintenance and/or related Cash, Trade or Commercial Card products onboarding experience
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)

Additional Information:

Job Posted:
October 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Manager