Client Onboarding Analyst

What you’ll do:

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for “on hold” and slow-moving requests.
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources to ensure smooth delivery.
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Advise client in terms of documentation requirements and portal activities
Effective maintenance and communication of MIS and project metrics
Appropriately assess risk when business decisions are made, demonstrating 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.

What we’ll need from you:

Relevant Client Onboarding / KYC / Documentation Review and/or Project Management experience
Fluent English and French as mandatory requirement
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation – evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Decision making and problem-solving skills
Flexibility – ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Apply via :

jobs.citi.com

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