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The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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, including daily management of in-process, pended, and service related activities
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
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients
Ensures a strong and robust processing environment with effective controls
Establishes risk management practice
Maintains a strong culture of risk and controls 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
Responsible for setting direction of a specialized area
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
Requirements:
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 (written and spoken)
Previous experience in documentation review, account maintenance and related cash products
Bachelor’s Degree/University degree or equivalent experience in Business, Accounting or Finance
What we offer:
Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Variety of programs that help employees balance their work and life
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