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The Client Onboarding Manager is a seasoned professional role responsible for product onboarding, account management, and customer relationship focus. This role involves in-depth collaboration, innovation, and high-quality service delivery, with a significant impact on project management initiatives, risk management, and client satisfaction.
Job Responsibility:
Responsible for product onboarding, account opening, customer interaction, documentation issuance, review and system setups
focuses on timely and accurate delivery of all account opening functions, implementation as well as delivering excellent 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
responsible for various types of project management in the account services and product onboarding space, and managing cross-functional relationships with all teams
determines new work procedures, analyzes complex and variable issues with significant departmental impact
encourages cross functional training for staff to enrich their skill base
optimizes manpower to achieve higher productivity levels
understands client requirements and implements them correctly
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 culture of risk and controls in the team through various processes and check points
identifies means to reduce transaction defects
develops performance matrices to track defects and productivity
appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
Requirements:
5-8 years of experience in documentation review, account maintenance and related cash products preferred
good interpersonal communication skills
consistently demonstrates clear and concise written and verbal communication skills
demonstrated project management skill including financial cost management skill
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
able to strive under pressure and convert opportunity from risk
should be open to working staggered hours/shifts/over weekend and on public holidays
proficient knowledge of English (written and spoken)
Nice to have:
Project Management Professional (PMP) or Agile Certification
What we offer:
Diversity and inclusion
equal opportunities
global benefits to support well-being, growth and work-life balance
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