Client Onboard Rep at Citi

Chennai, tamil nadu, India -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

0.0

Posted On

19 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Communication, Attention To Detail, Time Management, Team Spirit, Flexibility, Banking Knowledge, Financial Services Experience, Process Improvement, Documentation Skills, Quality Assurance, Data Verification, System Maintenance, Problem Solving, Customer Service, PC Skills, English Proficiency

Industry

Financial Services

Description

Works under little to no direct supervision. Ensures the quality and service of self and others. Processes client's requests related to system set up including signatories' updates and documentation lodgment. Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes. Provides response to client and internal inquiries. Prepares documentation for archiving. Applies appropriate bank's regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents. Documents operation procedure updates. Processes clients' instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels. Co-operates with and supports other teams/employees upon supervisor's instruction, including possibility of movement to another team and/or process. Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems' testing. Ensures high levels of client satisfaction through strong product, process and client knowledge. Identifies and suggests process improvements. Assists in the implementation of validated process improvements. Understands procedures and controls for operational processes. Supports Manager with quality assurance process. Participates in user acceptance test of new systems. Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. Previous experience in financial services preferred. Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking. Flexibility, team spirit, loyalty. High attention to detail Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Goal-oriented and with desire for new challenges. Ability to organize own work and manage time. Proficient knowledge of English (written and spoken). High School diploma or equivalent ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Responsibilities

The Client Onboard Rep processes client requests related to system setup and documentation, ensuring accuracy and compliance with bank regulations. They also respond to inquiries, support internal teams, and participate in quality assurance and process improvement initiatives.