Client Onboarding Sr Analyst, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboarding Sr Analyst is a seasoned professional role requiring in-depth knowledge, strong communication skills, and leadership capabilities. Responsibilities include managing account opening processes, ensuring high customer service standards, driving process improvements, handling risk management, and leading teams.

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
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
optimizes manpower to achieve higher productivity levels
monitors customer satisfaction and service level and drives process changes
provides innovative solutions to clients
establishes risk management practice
maintains a culture of risk and controls in the team through various processes and check points
identifies means to reduce transaction defects
develops performance matrices to track defects, productivity
appropriately assesses risk when business decisions are made

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
proficient knowledge of English (written and spoken)
should be open to working staggered hours/shifts/over weekend and on public holidays
full bilingual (Español e Ingles)

Additional Information:

Job Posted:
August 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboarding Sr Analyst