Client Onboarding Analyst at Citi

Warsaw, Masovian Voivodeship, Poland -

Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

0.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Documentation Review, Account Maintenance, Customer Service, Project Management, Interpersonal Skills, Team Player, Written Communication, Verbal Communication, Attention to Detail, Microsoft Office, Problem Solving, Customer Satisfaction, Process Improvement, Time Management, High Volume Environment, Cash Products

Industry

Financial Services

Description

Develops working knowledge of industry practices and standards. Responsible for customer interaction, documentation issuance, review and system setups. Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues. Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients. 1-2 years of experience in Documentation review, Account Maintenance and related Cash products preferred. Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills. Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile. Proficient in Microsoft Office Applications. Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken). Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Responsibilities

The Client Onboarding Analyst is responsible for customer interaction, documentation issuance, and system setups, ensuring timely and accurate account opening functions. They manage account opening and maintenance processing while delivering high-quality service to customers and internal partners.