Client Onboarding Analyst C11
hace 1 semana
The Client Onboarding Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities**: - Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes. - Process account opening or maintenance requests in a timely manner - Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners - Ensure all documentation received is current, accurate and complete. - Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing - Provide the highest level of customer service and teamwork to Banking teams and other internal partners - Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible **Qualifications**: - 2-5 years relevant experience - 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 multi-task, prioritize, and work well under pressure Strong verbal and written communication skills - Demonstrated interestin the fields of operations and compliance **Education**: - Bachelor's/University degree or equivalent experience Debe tener avanzado ingles y portugues - **Job Family Group**: Private Client Coverage - **Job Family**: Client Onboarding - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
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Client Onboarding Intermediate Analyst C11
hace 7 días
Bogota, Colombia Citi A tiempo completoThe Client Onboarding Intmerdiate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Client Onboarding Analyst C10
hace 1 semana
Bogota, Colombia Citi A tiempo completoThe Client Onboarding 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,...
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Client Success Analyst
hace 1 semana
Bogota, Colombia PRGX Global, Inc A tiempo completo**Client Success Analyst** As a Client Success Analyst for PRGX, you will support the onboarding of new customers and new features for existing customers, focused on partnering with customers to help them recognize the value of PRGX's Verigon Solution Suite. Your focus on delivering excellence motivates you to develop strong relationships with customers and...
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Client Onboard Intmd Analyst
hace 2 semanas
Bogota, Colombia Citi A tiempo completoThe Client Onboard Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Client Onboarding Analyst
hace 2 semanas
Bogota, Colombia Citi A tiempo completoTienes experiência en servicio a cliente? Esta es la oportunidad laboral perfecta para continuar tu carrera profesional en la institución financiera más global del mundo. Encontrarás proyección y crecimiento a nível local e internacional y un clima organizacional abierto a la diversidad e inclusión en todos sus aspectos. Contamos con varias posiciones...
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Client Onboarding Specialist
hace 5 días
Bogota, Colombia Olly Olly A tiempo completo**About Olly Olly**: Hi, we're Olly Olly. We're a small-ish, but mighty team of digital marketing strategists, creative visionaries, graphic designers, developers, copywriters, and client experience specialists who solve problems — and we do it creatively. Our mission is to rid small businesses of sub-standard marketing help and provide "guaranteed...
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Securities & Derivatives - Onboarding Analyst
hace 1 semana
Bogota, Colombia Citi A tiempo completo**Facts**: - Issuer Services Ops Tampa Hub perform the contractual obligation activities for more than 300 contracts for the following countries: Panama, Colombia, Peru, Brazil and Argentina. - Our business handles a wide variety of types of contracts. No contract is the same; all are tailor made, according to the needs of the clients. **Day-to-Day...
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Assistant Vice President Client Onboarding
hace 2 semanas
Bogota, Colombia Citi A tiempo completoThe Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....
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Customer Svc Intmd Analyst
hace 1 semana
Bogota, Colombia Citi A tiempo completoThe Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities**: - Manage a portfolio of high-profile clients, ensuring queries are acknowledged,...
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Customer Svc Intmd Analyst
hace 1 semana
Bogota, Colombia Citi A tiempo completoThe Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities**: - Manage a portfolio of...