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The Client Onboarding Lead Analyst is a strategic professional responsible for managing customer interaction, account documentation, and system setups while ensuring high standards of service and operational efficiency. The role requires strong communication skills, an ability to execute under pressure, and proficiency in project management. Responsibilities include managing cross-functional relationships, risk management, and driving process improvements. Working at Citi provides access to professional development resources and programs to support work-life balance.
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, delivering superior customer service and resolution of customer issues
performs day-to-day management of account opening and maintenance processing, including management of in-process, pended, and service-related activities
ensures account opening requirements are clearly defined
delivers high-quality service to customers and internal partners
manages cross-functional relationships with all teams
determines new work procedures and analyzes complex issues with significant departmental impact
monitors customer satisfaction and service levels and drives process changes
provides innovative solutions to clients
establishes risk management practices
maintains strong risk and control culture
identifies means to reduce transaction defects
develops performance matrices to track defects and productivity
ensures clean audit results
engages in project planning including cost management
develops training content and training materials.
Requirements:
Good interpersonal communication skills
consistently demonstrates clear and concise written and verbal communication skills
demonstrated project management skill including financial cost management skills
advanced execution skills in a multi-tasking mode
exposure to customer service and handling of system, testing and rollouts
ability to achieve business objectives without compromising on controls and risk parameters established
ability to interact confidently with senior management and/or regulators
ability to coach and develop people, identifying and retaining talent
able to partner with businesses and other support functions at senior levels in setting strategy and priorities
open to working staggered hour/shift/over weekend and on public holidays
proficient knowledge of English (written and spoken)
previous experience in documentation review, account maintenance and related cash products
bachelor's degree/university degree or equivalent experience in business, accounting or finance.
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