
Client Onboard Rep
1 week ago
The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures. **Responsibilities**: - Processes client’s requests related to system set up including signatories’ updates and documentation lodgment. - Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes. - Provides response to client and internal inquiries. - Prepares documentation for archiving. - Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents. - Documents operation procedure updates. - Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels. - Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process. - Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing. - Ensures high levels of client satisfaction through strong product, process and client knowledge. - Identifies and suggests process improvements. - Assists in the implementation of validated process improvements. - Understands procedures and controls for operational processes. - Supports Manager with quality assurance process. - Participates in user acceptance test of new systems. - Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function. - Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. **Qualifications**: - Previous experience in financial services preferred. - Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking. - Flexibility, team spirit, loyalty. High attention to detail Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Goal-oriented and with desire for new challenges. Customer focus. Self-motivated individual with high competency to follow through when facing obstacles. Ability to organize own work and manage time. Flexible and adaptable approach to a constantly changing work environment. Customer focus. Assertiveness. Demonstrated initiative and creativity in problem solving. Proficient knowledge of English (written and spoken). **Education**: - High School diploma or equivalent**Job Family Group**: Customer Service - **Job Family**: Institutional Client Onboarding - **Time Type**: 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
-
Client Onboarding Rep
2 weeks ago
Chennai, Tamil Nadu, India Citi Full timeThe Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects. **Responsibilities**: - Good Exposure in...
-
Client Onboarding Rep
2 weeks ago
Chennai, Tamil Nadu, India Citigroup Full time**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: The Cash and Trade Proc Rep 5 is an entry level...
-
Client Onboarding Rep
2 weeks ago
Chennai, Tamil Nadu, India Citi Full time ₹ 3,00,000 - ₹ 4,50,000 per yearDiscover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Cash and Trade Proc Rep 5 is an entry level role responsible...
-
Client onboarding
4 weeks ago
Chennai, India Kiya Full timeRole & responsibilities As a client onboarding Analyst, you will be responsible for managing the onboarding of new institutional or corporate clients and fund managers. You will coordinate with compliance, operations and business teams to ensure all regulatory and operational requirements are met for account set up, Regulatory compliance and client...
-
Rep Ii, Business Operations
1 week ago
Chennai, Tamil Nadu, India TransUnion Full timeTransUnion's Job Applicant Privacy Notice **What We'll Bring**: The Customer Support representative in Operations will provide support to external customers and businesses as they request access for various TransUnion products and solutions. This position works closely with the external customers & internal business units such as: project managers, sales...
-
Client Onboarding
6 days ago
tamil nadu, India InfoNix WebLab Full timeFast-growing B2B SaaS company revolutionizing the hospitality and travel ecosystem through its platforms Hobse and Plato. We enable hotels, travel agents, and corporates to connect, transact, and reconcile seamlessly through cloud-based automation, fintech integration, and AI-driven revenue intelligence. We’re building the next generation of hospitality...
-
Ops Accounting Rep
2 weeks ago
Chennai, Tamil Nadu, India Citigroup Full timeThe Ops Accounting Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in...
-
Client Onboarding
5 days ago
Chennai, Tamil Nadu, India, Tamil Nadu InfoNix WebLab Full timeFast-growing B2B SaaS company revolutionizing the hospitality and travel ecosystem through its platforms Hobse and Plato. We enable hotels, travel agents, and corporates to connect, transact, and reconcile seamlessly through cloud-based automation, fintech integration, and AI-driven revenue intelligence. We’re building the next generation of hospitality...
-
Treasury Client Onboarding
2 weeks ago
Chennai, India Career Guideline Full timeJob Description – Treasury Client Onboarding Location: ChennaiShift Timings: US ShiftSalary Range:Team Leader: Up to ₹14 LPASME: Up to ₹10 LPAWe are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding and
-
Treasury client onboarding
7 days ago
Chennai, India Career Guideline Full timeJob Description – Treasury Client Onboarding Location: Chennai Shift Timings: US Shift Salary Range: Team Leader: Up to ₹14 LPA SME: Up to ₹10 LPA We are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding...