Client Onboarding Specialist

1 month ago

Pune, Maharashtra, India 12542 Citicorp Services India Private Limited Full time
Job Title: Client Onboarding Officer

The Client Onboarding Officer plays a crucial role in ensuring the quality of tasks or services provided to clients. This position requires direct impact on the business, working under little to no direct supervision, and servicing an expansive and/or diverse array of products/services.

Key Responsibilities:
  1. Process client requests related to system setup, including signatories' updates and documentation lodgment.
  2. Cooperate with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
  3. Provide responses to client and internal inquiries.
  4. Prepare documentation for archiving.
  5. Apply appropriate bank regulations while processing requests, remaining up-to-date with current procedures, internal rules, external regulations, and following changes in aforementioned documents.
  6. Document operation procedure updates.
  7. Process clients' instructions, ensuring the highest accuracy and effectiveness, adhering to deadlines, verifying and authorizing data entered in systems, and ensuring all queries are dealt with efficiently and timely.
  8. Escalate urgent/risk issues through appropriate escalation channels.
  9. Cooperate with and support other teams/employees upon supervisor's instruction, including possibility of movement to another team and/or process.
  10. Perform other crucial tasks instructed by supervisors, participation in trainings, projects, conference calls, systems' testing.
  11. Ensure high levels of client satisfaction through strong product, process, and client knowledge.
  12. Identify and suggest process improvements.
  13. Assist in the implementation of validated process improvements.
  14. Understand procedures and controls for operational processes.
  15. Support Manager with quality assurance process.
  16. Participate in user acceptance test of new systems.
  17. Effectively execute tasks detailed within this document, as well as execution of any other work instructed by supervisor related to this function.
  18. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  19. 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:
  1. Previous experience in financial services preferred.
  2. Knowledge of bank products in the scope of opening and maintaining of bank accounts.
  3. Customer communication experience (internal/external).
  4. Knowledge on the field of finances and banking.
  5. Flexibility, team spirit, loyalty.
  6. High attention to detail.
  7. Good PC skills (Excel, Word).
  8. Fluent in both written and spoken English.
  9. Ability to work under pressure and meet deadlines.
  10. Goal-oriented and with desire for new challenges.
  11. Customer focus.
  12. Self-motivated individual with high competency to follow through when facing obstacles.
  13. Ability to organize own work and manage time.
  14. Flexible and adaptable approach to a constantly changing work environment.
  15. Customer focus.
  16. Assertiveness.
  17. Demonstrated initiative and creativity in problem solving.
  18. Proficient knowledge of English (written and spoken).

Education:

  1. High School diploma or equivalent.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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