Client Onboard Analyst, Citi

Citi

Location:
Colombia, Bogotá

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboard Analyst is a trainee professional role requiring good knowledge of processes and systems to carry out account opening and maintenance tasks. The role involves client and internal communications, process improvements, and documentation updates, while ensuring compliance with policies and accuracy in operations.

Job Responsibility:

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
Understands procedures and controls for operational processes
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
Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function

Requirements:

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)

What we offer:

Equal opportunity employer
Global workforce benefits
Support for growth and work-life balance

Additional Information:

Job Posted:
October 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboard Analyst