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Citi Client Onboarding Specialist
hace 2 semanas
About the Role:
This position is part of Citi's Institutional Client Onboarding team, responsible for ensuring seamless client onboarding experiences. The ideal candidate will possess strong analytical and communication skills, with the ability to work in a fast-paced environment.
Key Responsibilities:
- Process client requests related to system setup, including signatory updates and documentation lodgment.
- Collaborate with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
- Provide timely responses to client and internal inquiries.
- Prepare documentation for archiving purposes.
- Ensure accurate and efficient processing of clients' instructions.
- Verify and authorize data entered into systems.
- Evaluate and implement process improvements to enhance client satisfaction.
- Support other teams/employees as needed.
Requirements:
- Bachelor's degree in progress or equivalent experience.
- Intermediate English language proficiency (80%).
- Previous experience in financial services.
- Strong MS Office knowledge (Excel, Word).
- Familiarity with Fieldglass SAP, DocuSign, and Service Now.
- Knowledge of bank products and customer communication skills.
- Flexibility, attention to detail, and ability to work under pressure.
