Client Onboarding Sr Mgr, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Client Onboarding Sr Mgr accomplishes results through the management of professional teams or departments within the institutional client onboarding domain. The role involves achieving objectives through team leadership, strategic planning, risk and process management, and customer satisfaction.

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
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures and analyzes complex and variable issues with significant departmental impact
Supports the planning and hiring of the right set of people, trains, guides, coaches, develops and appraises employees
Encourages cross-functional training for staff to enrich their skill base
Identifies and develops high performers for next level jobs/mid-management positions
Understands customer requirements and ensures support for new initiatives
Monitors customer satisfaction and drives process changes
Provides innovative solutions to clients
Ensures a robust processing environment with effective controls
Engages in project planning and ensures smooth cutover with minimized risks
Supports training for new staff
Shares responsibility for budget, policy formulation and short-term resource planning.

Requirements:

6-10 years of experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Able to communicate with internal and external business partners
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
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).

What we offer:

Equal opportunity employer
Consideration for qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran
Reasonable accommodations for persons with disabilities.

Additional Information:

Job Posted:
May 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboarding Sr Mgr