The Client Onboard Intmd Analyst is a developing professional role that deals with most problems independently and has some latitude to solve complex problems. The role requires a good understanding of industry standards and practices, attention to detail, and developed communication and diplomacy skills. The role involves customer interaction, documentation issuance, review and system setups, and daily management of account opening and maintenance processing.
Requirements
- Customer interaction, documentation issuance, review and system setups
- Daily management of 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
- Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
- Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
- Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc.,
- Embarks on continuous on the job training for end to end product knowledge
- Understands client requirements and implement them correctly
- Understands new customer requirements and ensure adequate support to new customer requirements and initiatives
- Monitors customer satisfaction and service level and drive 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 in the team through various processes and check points
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets,
- Escalating, managing and reporting control issues with transparency
Benefits
- Paid vacation days
- Paid holidays
- Other benefits as per company policy
