Client Relationship Manager
5 days ago
Citi is a leading global financial services company that provides a wide range of financial products and services to individuals, corporations, governments, and institutions. Our goal is to help our clients achieve their financial objectives by providing innovative solutions and exceptional service. In this role, you will be responsible for managing client relationships and ensuring timely and accurate implementation of client accounts.
About the Job
The Client Onboard Intmd Analyst plays a critical role in our Institutional Client Onboarding team, responsible for managing client relationships and ensuring smooth account opening and implementation processes. This is a developing professional role that involves working independently, making decisions, and taking ownership of tasks and projects. As a key member of our team, you will work closely with internal stakeholders, clients, and other external partners to ensure seamless support throughout the onboarding process.
Responsibilities
This role involves performing day-to-day management of the account opening and implementation processing, including daily management of in-process, pended, and service-related activities. Key responsibilities include:
- Responsible for customer interaction, documentation issuance, review, product implementation, and system setups.
- Focused on timely and accurate delivery of all account opening functions and implementation, as well as delivering superior customer service and resolution of customer issues.
- Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
Qualifications
The ideal candidate should have 2-5 years of experience in documentation review, account maintenance, and related implementation cash products preferred. Proficient in Microsoft Office Applications and exposure to client interaction are also essential. Consistently demonstrates clear and concise written and verbal communication skills. A bachelor's degree or equivalent experience is required.
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