Senior Client Onboarding Analyst – Citi

Accounting Finance @Citi

Job Detail

  • Job Fetch Source  UK Jobs

Job Description

Are you looking for a career move that will put you at the heart of a global financial institution? By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress

Team/Role Overview The Client Onboarding group is a client facing organization responsible for the coordination and communication around all underlying activities from sales prospect/new business opportunity through to the first trade

While the client onboarding team are responsible for stewarding the client through the end-to-end onboarding process our success as a firm depends on many teams and the ability to effectively communicate between them

Generally, the onboarding role is a coordination role with client data set up function happening within the respective control groups

The department has a fast paced environment and analysts have deadlines to meet daily and deal with stakeholders across the globe The Senior Client Onboard Analyst is a developing professional role

Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data

Identifies policy gaps and formulates policies

Interprets data and makes recommendations

Researches and interprets factual information

Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices

Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices

What you’ll do Responsible for customer interaction, documentation issuance, review and system setups

Demonstrates high level of diligence, motivation and organizational skills

Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues

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

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency What we’ll need from you 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 multitasking 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)

Experience in Documentation review, Account Maintenance and related Cash products preferred

French and/or German language skills preferred

Bachelor’s/University degree or equivalent experience

What we can offer you We work hard to have a positive financial and social impact on the communities we serve

In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day

We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities

Job Family Group: Customer Service Job Family: Institutional Client Onboarding Time Type: Full time Most Relevant Skills Please see the requirements listed above

Other Relevant Skills For complementary skills, please see above and/or contact the recruiter

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 Accessibility at Citi

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Other jobs you may like