Institutional Client Service Expert
6 days ago
Citibank (Switzerland) AG is committed to delivering exceptional client experiences through our Treasury and Trade Solutions team. As a Client Onboard Analyst, you will play a critical role in ensuring the successful onboarding of new clients, driving revenue growth and building long-term relationships.
We are seeking a highly motivated and organized individual with a passion for financial services and account opening. The ideal candidate will possess excellent analytical and problem-solving skills, with the ability to work independently and collaboratively as part of a high-performing team.
Key Responsibilities:
- Responsible for managing the account opening process from initial inquiry to final approval.
- Collaborate with cross-functional teams to ensure accurate and efficient processing of client accounts.
- Analyze complex client requirements, developing creative solutions to meet their needs.
- Maintain accurate records and reports, providing insights to drive business growth and improvement.
Requirements:
- 3-5 years of experience in financial services, preferably in account opening or client onboarding.
- Demonstrated expertise in Microsoft Office applications, particularly Excel and Word.
- Strong analytical and problem-solving skills, with the ability to work independently and collaboratively.
- Excellent communication and interpersonal skills, with the ability to interact effectively with internal stakeholders and external clients.
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