Client Onboard Analyst 2

The Client Onboard Analyst 2 is a developing professional role Applies specialty area knowledge in monitoring assessing analyzing and or evaluating processes and data Identifies policy gaps and formulates policies Interprets data and makes recommendations Researches and interprets factual information Identifies inconsistencies in data or results defines business issues and formulates recommendations on policies procedures or practices Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices Good understanding of how the team interacts with others in accomplishing the objectives of the area Develops working knowledge of industry practices and standards Limited but direct impact on the business through the quality of the tasks services provided Impact of the job holder is restricted to own team Responsibilities 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 ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements to include delivery of very high quality service to customers and internal partners 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 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 in such that these may be responded to in an efficient prompt and professional manner 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 Daily deliverable of routine and defined tasks while developing knowledge of the broader context in which work is being performed Appropriately assess risk when business decisions are made demonstrating particular consideration for the firm s reputation and safeguarding Citigroup its clients and assets by driving compliance with applicable laws rules and regulations adhering to Policy applying sound ethical judgment regarding personal behavior conduct and business practices and escalating managing and reporting control issues with transparency Qualifications 3-5 years of experience in Documentation review Account Maintenance and related Cash products preferred Demonstrated interpersonal skills pro-active team player but also able to work independently with exceptional written and verbal communication skills Highly motivated persistent and able to work in a structured high volume time sensitive high-risk environment Capable of prioritizing and eager to learn multiple products in a challenging environment Fast learner strong attention to detail and willingness to go extra mile Proficient in Microsoft Office Applications Proficient in handling urgent and escalation cases and manage client and internal team expectations Proficient knowledge of English written and spoken Education Bachelor s University degree or equivalent experience Job Family Group Customer Service Job Family Institutional Client Onboarding Time Type Full time Most Relevant Skills Please see the requirements listed above Other Relevant Skills For complementary skills please see above and or contact the recruiter Citi is an equal opportunity employer and qualified candidates will receive consideration without regard to their race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other characteristic protected by law If you are a person with a disability and need a reasonable accommodation to use our search tools and or apply for a career opportunity review View Citi s and the poster