Client Onboarding Sr Mgr, Citi

Citi

Location:
China, Shanghai

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboarding Sr Mgr accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Involves short-term planning, resource planning, and management of account opening processes. Responsible for achieving business objectives, maintaining risk management controls, and improving customer satisfaction while leading and developing a team.

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
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
Supports the motivation of staff through constant interaction with the team
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Identifies and develops high performers for next level jobs/mid management position
Ensures team delivers as per service level agreements
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients
Ensures a robust processing environment with effective controls
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 (internal and external)
Develops performance matrices to track defects, productivity
Ensures clean audit results
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Engages in project planning including cost management
Develops training content, training materials, trackers for the migration
Supports training for new staff
Develops job descriptions for hiring
Manages subordinate supervisors and project staff
Shares responsibility for budget, policy formulation and short-term resource planning
Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations
Appropriately assess risk when business decisions are made
Supervise the activity of others and create accountability with those who fail to maintain standards

Requirements:

6-10 years of experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
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
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour /shift / over weekend and on public holidays
Proficient knowledge of English and Mandarin (written and spoken)

Additional Information:

Job Posted:
May 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Sr Mgr