Institutional Onboarding Specialist
4 days ago
We are seeking a highly skilled Financial Services Analyst to join our Institutional Client Onboarding team. As a key member of our team, you will be responsible for managing client relationships, implementing client accounts, and ensuring timely and accurate delivery of all account opening functions and implementation. This is a developing professional role that involves working independently, making decisions, and taking ownership of tasks and projects.
About the Team
The Institutional Client Onboarding team is responsible for managing the entire onboarding process, from initial client contact to final account implementation. Our team works closely with internal stakeholders, clients, and other external partners to ensure seamless support throughout the onboarding process. We value teamwork, open communication, and continuous learning and improvement.
Key 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. The ideal candidate should have 2-5 years of experience in documentation review, account maintenance, and related implementation cash products preferred. 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.
Benefits
Citi offers a comprehensive benefits package that includes medical, dental, vision, life insurance, and retirement savings plans. As a Citi employee, you will also have access to training and development programs, health and wellness initiatives, and opportunities to give back to your community.
Requirements
The ideal candidate should have strong analytical, communication, and problem-solving skills. 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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