Client Onboard Analyst

7 days ago

Mumbai, Maharashtra, India Citi Full time
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. Supports Manager with quality assurance process. Performs within departmental procedures and compliance standards in order to minimize losses. Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems. 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. Proficient knowledge of English (written and spoken). Bachelor's/University degree or equivalent experience For complementary skills, please see above and/or contact the recruiter.

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