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The Client Onboarding Team is responsible for implementing and managing a smooth process in handling all of the aspects of onboarding a client so that they are ready to do business with Citi. This will involve liaising with clients and several teams in Sales, Legal, Compliance, Credit, Operations, Tax, etc. in order to ensure that time to market is minimized and that transparency can be provided around the process. Additionally, the candidate will be responsible for identifying and assisting with implementation opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.
Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.
Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
Support and monitor the timely and accurate execution of client and internal requests to the group.
Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
Perform client documentation searches across internal and external sites and compile client profiles.
Interact with client regarding the latest status and current on-boarding actions.
Partner with internal teams to ensure regulatory reviews on all clients are performed.
Ensure all client review materials are in place and completed.
Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
Participate in initiatives to improve the client and account management process.
Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Company, 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.
Previous, client facing, middle office or operations financial services experience.
Some knowledge of capital market products. Strong analytical and creative Solving abilities. Consistently demonstrates clear and concise written and verbal communication skills
Strong organization skills with high attention to details
Bachelor’s/University degree or equivalent experience
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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