Client Onboarding Manager

The Client Onboarding Manager applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Excellent communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Responsible for coordinating delivery of treasury and trade solutions to our CCB (Citi Commercial Bank) customers. They are fully accountable for end to end project execution, offer clients a single window into Citi for the duration of the account opening/ product implementation life cycle
• Manage multiple Account opening & Cash/Trade implementations ranging in complexity from simple to moderate, numbering approximately 25-30 depending on scope and complexity
• Complete deals with highest level of quality and professionalism in a disciplined manner employing structured methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan.
• Work closely with the client and coverage to determine Scope of Work and Project Plan current with the project mandate / charter throughout the implementation
• Track all project issues and risks, ensuring detailed & timely functional partner engagement leveraging defined tools effectively to engage key partners across the Citi franchise (i.e., Product, Operations, Client Experience, Technology, Account Management, Relationship Management, etc.) to resolve issues
• Ensure to implement client objectives within standard guidelines and timeframes using standard project management templates and tools
• Provide regular implementation status updates to both internal and client project stakeholders, highlighting key areas of progress and any issues or risks. Accurately report project status, escalating effectively for "on hold" & slow moving deals.
• Work closely with all involved stakeholders in an account opening deal such as Sales, coverage, KYC team, Client, Online banking maintenance and training team.
• Engage Technical Integration Manager (TIM) for the client's Asia file feed requests, and work closely with the TIM to manage timelines, testing, and client expectations around any file feed deliverables
• Continuously reduce onboarding cycle time, minimize deal slippage & associated revenue conversion lead time.
• Continuously initiate & drive process enhancements.
• Ensure 100% effective MCA results
• Ensure all audit requests and protocols are appropriately addressed in every deal implementation.
• Strict observance of Information Security standards while communicating to the client as well as internally.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years of experience
• Results orientation – evidence of proactively driving projects to conclusion. Excellent communication skills. Organizational and planning skills. Negotiation, decision making and problem solving skills. Ability to manage high workload within a pressurized environment. Flexibility – ability to manage a varying workload (ie, volume, complexity and composition). Ability to manage complex integration solutions, working alongside Technical and Technology teams. Excellent work ethic – willingness to take a "hands on" approach to ensuring all elements of the solution are delivered as specified. Attention to detail and experience of working in a controlled environment
• Working knowledge of ERP, Communications protocols and Encryption methodology in an advantage
• Knowledge of local regulations covering Corporate Account opening guidelines is a must

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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.

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