Client Onboard Intmd Analyst, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboard Intmd Analyst is a developing professional role that integrates a solid understanding of industry standards, practices, and analytical methodologies to provide high-quality service to customers. The job involves interacting with clients, project management, and maintaining compliance with internal and external regulations.

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
ensuring 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
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 expectations 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 relationships with clients and within team
facilitates open communication of issues, needs, and queries
embarks on continuous on the job training for end to end product knowledge
understands client requirements and implements them accurately
understands new customer requirements and ensures adequate support
monitors customer satisfaction and service levels
drives process changes
provides innovative solutions to clients
ensures a strong and robust processing environment with effective controls
establishes risk management practices
maintains a strong culture of risk and controls in the team through various processes and check points
operates with a limited level of direct supervision
exercises independence of judgement and autonomy
acts as SME to senior stakeholders and/or other team members.

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:

best-in-class benefits
work-life balance.

Additional Information:

Job Posted:
June 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboard Intmd Analyst