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Client Onboard Analyst

hace 2 semanas

Bogota, Colombia Citi A tiempo completo

**Responsibilities**:

- Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
- Co-operates with internal partners to perform systems maintenance based on documentation related to Signer processes.
- Provides response to client and internal inquiries.
- Prepares documentation for archiving.
- Applies appropriate bank’s regulations while processing the requests.
- Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
- Documents operation procedure updates.
- Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
- Verification and authorization of data entered in the systems.
- Ensures all queries are dealt with in an efficient and timely manner.
- Escalates urgent / risk issues through the appropriate escalation channels.
- Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
- Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
- Ensures high levels of client satisfaction through strong product, process and client knowledge. Identifies and suggests process improvements.
- Assists in the implementation of validated process improvements.
- Understands procedures and controls for operational processes. Supports Manager with quality assurance process. Understands procedures and controls for operational processes. Performs within departmental procedures and compliance standards in order to minimize losses.
- Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems.
- Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function.
- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.

**Qualifications**:

- Previous experience in financial services preferred.
- Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
- Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Proficient knowledge of English (written and spoken).

**Education**:

- Bachelor’s/University degree or equivalent experience

The Global utility Doc Specialist is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems while helping clients with simple and complex account updates. 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 available in client documents, internal policies and global requirements. 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**:

- Participates in global account maintenances for clients domiciled in NA region.
- Interfaces with clients, business partners and other stakeholders driving global requirements on a timely manner. Communicates progress to manager.
- Ensures the best client experience in all projects by completing all assigned internal and external project related activities for a timely and smooth delivery. Handles less complex client concerns where able and escalate critical issues.
- Able to prioritize multiple projects, closely monitors progress and follows up accordingly. Able to leverage technology resources to pull metrics.
- Performs other duties as assigned
- Identify potential manual touch point and propose projects to remove those making a more robust process constantly

**Qualifications**:

- 2-5 years relevant experience
- Proven high English communication skills required
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
F