Client Onboard Intmd Analyst, Citi

Citi

Location:
Colombia, Bogotá

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Onboard Intmd Analyst is a developing professional role that integrates specialty area knowledge with an understanding of industry standards and practices. Responsibilities include customer interaction, documentation issuance, review and system setups, managing account opening and maintenance processes, ensuring high quality service delivery, managing cross-functional relationships, project management, and providing innovative solutions aligned with client requirements.

Job Responsibility:

Responsible for customer interaction, documentation issuance, review and system setups
demonstrates high level of diligence, motivation and organizational skills
focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities
ensures account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements
delivers very high quality service to customers and internal partners
responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
determines new work procedures, analyzes complex and variable issues with significant departmental impact
ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
establishes and maintains close working relationship with clients and within team to facilitate communication of issues, needs, queries, etc.
embarks on continuous on the job training for end to end product knowledge
understands client requirements and implements them correctly
understands new customer requirements and ensures adequate support to new customer requirements and initiatives
monitors customer satisfaction and service level and drives process changes
provides innovative solutions to clients
ensures a strong and robust processing environment with effective controls
establishes risk management practice
maintains a strong culture of risk and controls in the team through various processes and check points
daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed
operates with a limited level of direct supervision
exercises independence of judgment and autonomy
acts as SME to senior stakeholders and/or other team members
appropriately assesses risk when business decisions are made, driving compliance with applicable laws, rules and regulations.

Requirements:

2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
capable of prioritizing and eager to learn multiple products in a challenging environment
fast learner, strong attention to detail, and willingness to go extra mile
proficient in Microsoft Office Applications
exposure to client interaction
consistently demonstrates clear and concise written and verbal communication skills
proficient in handling urgent and escalation cases and manage client and internal team expectations
proficient knowledge of English (written and spoken).

What we offer:

Equal opportunity employer
reasonable accommodations for persons with disabilities.

Additional Information:

Job Posted:
August 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboard Intmd Analyst