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Client Onboard Analyst 1

4 months ago

Pune, India Citi Full time

The Client Onboard Analyst 1 is an individual contributor role and will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all deliverables day to day are met. Works directly with different business groups to open new and Incremental accounts once due diligence on KYC and other legal documentation has been completed. Ensure all account opening related documents are reviewed thoroughly. Works directly with stakeholders to access documentation requirements and reference data. Ensure all SLAs are met. 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.


Primary responsibilities include (but are not limited to) following:

Processes New and Incremental account openings, perform maintenance on existing clients accounts and account closure based on the instructions from various business groups. Perform independent review on customer identification, document formalities of different markets and ensure all accounts satisfy the required standard before onboarding or maintenance is processed. Provide timely advise to Implementation managers and other internal counterparts on account opening process and other documentation requirements. Ensure all communications are of the highest professional standard to maintain client service excellence. Timely and effective escalation of potential issues to the management. 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. 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. Appropriately assess risk when business decisions are made, demonstrating 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.

Preferred Qualification:

Previous experience in financial services preferred 5-7 years of relevant experience in Global custody/Client onboarding/ Static data update/ Client reference data update. Have required relevant academic qualifications: university graduate with Business/Finance/Economics Proactive and a self-starter with a positive can-do approach Team-player who is committed to service delivery perfection and always has the bank and client’s best interests in mind Result oriented dedicated, hardworking who can deliver on time with high level of integrity and flexibility Proficient in handling urgent cases Dedication to fostering an inclusive culture and value diverse perspective. Proficient knowledge of English (written and spoken)

Education:

Bachelor’s/University degree or equivalent

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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