Client Onboard Analyst

hace 3 días


Bogotá, Colombia Citi A tiempo completo

Client Onboard Analyst Location: Bogota, D.C., Capital District, Colombia. The Client Onboard Analyst is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. It involves identifying policy gaps and formulating policies, interpreting data to make recommendations, and researching factual information. The role also identifies inconsistencies in data, defines business issues, and formulates recommendations on policies, procedures or practices. The analyst integrates disciplinary knowledge with basic understanding of related industry practices and develops a working knowledge of industry practices and standards. The impact of the position is limited to the team, with direct influence on the quality of tasks and services provided. Responsibilities 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. 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. Determines new work procedures, analyzes complex and variable issues with significant departmental impact. 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. Embarks on 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 to new customer requirements and initiatives. Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. 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. Qualifications Bilingual English and Spanish, proficiency on both is necessary. 0-2 years of experience in Documentation review, Account Maintenance and related Cash products preferred. Demonstrated interpersonal skills, proactive 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 the extra mile. Proficient in Microsoft Office Applications. Proficient in handling urgent and escalation cases and managing client and internal team expectations. Education Bachelor’s/University degree or equivalent experience. Job Family Group Customer Service Job Family Institutional Client Onboarding Time Type Full time 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. #J-18808-Ljbffr


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