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Client Onboarding Specialist

hace 2 meses


Bogotá, Bogotá D.E., Colombia Citi A tiempo completo
About the Role

The Client Onboarding Intermediate Analyst is a key professional role within Citi's Private Client Coverage team. This position plays a crucial part in ensuring a seamless and efficient onboarding experience for our clients.

Key Responsibilities
  • Process account opening or maintenance requests in a timely and accurate manner.
  • Liaise with downstream partners to ensure requests are completed efficiently and maintain constant communication with banking team partners.
  • Ensure all documentation received is current, accurate, and complete.
  • Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient and efficient processing.
  • Provide exceptional customer service and teamwork to Banking teams and other internal partners.
  • Continuously innovate by analyzing onboarding processes and systems to ensure efficiency and effectiveness.
Requirements
  • 2-5 years relevant experience in financial services.
  • Licensing (Series 7, 63, and 65 or 66) beneficial but not required.
  • Self-motivated, proactive, and eager to improve existing processes.
  • Extremely detail-oriented.
  • Excellent team player.
  • Strong ability to manage multiple concurrent deadlines, prioritize, and work well under pressure.
  • Strong verbal and written communication skills.
  • Demonstrated interest in the fields of operations and compliance.
Education
  • Bachelor's/University degree or equivalent experience.
Language

Bilingual, with intermediate/high level of English.