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Institutional Client Support Specialist
1 week ago
The Client Onboarding Specialist role at Citigroup Inc. involves providing exceptional support to clients during the onboarding process. Your primary responsibility will be to process client requests related to system setup, including signatory updates and documentation lodgment.
In addition to processing client requests, you will also cooperate with internal partners to maintain systems and processes. This includes working with cross-functional teams to identify areas for improvement and implement changes to optimize efficiency and effectiveness.
Key responsibilities include:
- Processing client requests accurately and efficiently
- Cooperating with internal partners to maintain systems and processes
- Providing responses to client and internal inquiries
- Preparing documentation for archiving
- Applying appropriate bank regulations while processing requests
You will work closely with the supervisor to ensure all queries are dealt with efficiently and timely manner. Additionally, you will assist in implementing validated process improvements and participate in user acceptance testing of new systems.
To succeed in this role, you should have:
- 3-5 years of previous relevant experience in financial services preferred
- Bachelor's/University degree or equivalent experience
- Knowledge of bank products in the scope of opening and maintaining bank accounts and customer communication experience (internal/external)
- Flexibility, team spirit, loyalty
- High attention to detail
- Good PC skills (Excel, Word)
- Ability to work under pressure and meet deadlines
- Proficient knowledge of English (written and spoken)
- Proficient knowledge of Mandarin and Cantonese (written and spoken)
Citi is a leading global financial institution that offers a comprehensive range of financial services and products to individuals, corporations, governments, and institutions. We are committed to delivering exceptional service and creating value for our clients.
