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Client Onboarding Sr Analyst

https://www.citi.com/ Logo

Citi

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Location:
Colombia, Bogotá

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

The Client Onboarding Sr Analyst is a seasoned professional role, applying project management methodologies to client-facing projects and focusing on operational improvement in onboarding processes. Responsibilities include managing end-to-end client onboarding activities, maintaining client relations, developing project plans, and ensuring process adherence.

Job Responsibility:

  • Lead the implementation of all Onboarding deals in line with project management methodology
  • oversight of all client onboarding activity end-to-end, ensuring solutions meet client expectations
  • support client through their onboarding journey, respond to technical queries, set up/entitle client profiles, support client testing and migration
  • coordinate with Sales, Product Management, Client Services and other internal teams to ensure smooth delivery of client deals
  • serve as the single point of contact for clients and internal functional partners
  • develop and maintain customized project plans outlining deliverables and milestones
  • establish governance models to meet client requirements and adhere to quality standards
  • reduce aging/cycle time, minimize deal slippage, and report project statuses
  • effectively manage client relationships and act as trusted advisor for dedicated client portfolio
  • lead meetings and coordinate activities of cross-organizational teams
  • maintain relationships with key clients and stakeholders
  • escalate and manage critical issues
  • maintain MIS and project metrics, and update senior management
  • identify process improvement opportunities and implement enhancements
  • assess risks and ensure compliance with applicable laws and policies.

Requirements:

  • 5-8 years of experience
  • English language fluency in writing and speaking required
  • cross-functional teamwork experience to deliver multi-work stream projects
  • strong communication and presentation skills
  • ability to promote team building and develop partnerships with other teams
  • ability to analyze and solve complex problems
  • self-starter and ability to take initiative in driving projects forward
  • excellent organizational and planning skills
  • excellent customer interaction and management skills
  • negotiation and decision making/problem solving skills
  • ability to work under high-volume workload and prioritize effectively
  • ability to manage and navigate through multi-faceted disciplines throughout the bank
  • Project Management Professional certification is preferred.

Nice to have:

Project Management Professional certification

What we offer:
  • Best-in-class benefits
  • equal opportunity policies
  • accommodation for persons with disabilities

Additional Information:

Job Posted:
July 04, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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