Client Onboard Analyst

Overview

The Client Onboard Analyst role at Citi involves applying specialty area knowledge in monitoring, assessing, analyzing and evaluating processes and data. The role identifies policy gaps, formulates policies, interprets data and makes recommendations, researches and interprets factual information, and identifies inconsistencies to define business issues and propose policy, procedure or practice improvements. It integrates established disciplinary knowledge within the own specialty area with basic understanding of related industry practices. The role has a limited but direct impact on the business through the quality of tasks and services provided, with impact restricted to the analyst’s own team.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates a high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account opening functions, and on delivering superior customer service and resolution of customer issues.
• Performs day-to-day management of the account opening and maintenance processing, including in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance, with 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.
• Determines new work procedures and analyzes complex and variable issues with significant departmental impact.
• Delivers high-quality service to customers by meeting or exceeding customer expectations guided by service level agreements and efficiency / accuracy standards.
• Ensures awareness and full compliance with internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationships with clients and within the team to facilitate open communication of issues, needs, queries, etc., so they may be addressed efficiently and professionally.
• Engages in continuous on-the-job training for end-to-end product knowledge.
• Understands client requirements and implements them correctly.
• Understands new customer requirements and ensures adequate support for new customer requirements and initiatives. Monitors customer satisfaction and service levels and drives process changes. Provides innovative solutions to clients.
• Delivers daily routine and defined tasks while developing broader context knowledge.
• Approaches risk carefully in business decisions, safeguarding Citi, its clients and assets by complying with laws, rules and regulations, policies, and ethical practices; escalates and reports control issues with transparency.

Qualifications

Education

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity, review Citi Accessibility. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Job Details

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