Client Onboarding Analyst C10
hace 2 semanas
The 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, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **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**: - 0-2 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 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 Se requiere con Ingles Avanzado - **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 Analyst 2
hace 6 días
Bogota, Colombia Citi A tiempo completoThe Client Onboard Analyst 2 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 Onboarding Analyst C11
hace 2 semanas
Bogota, Colombia Citi A tiempo completoThe 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...
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Customer Experience Onboarding Analyst
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Bogota, Colombia Global66 A tiempo completoSomos una Tribu compuesta por más de 200 personas de diferentes nacionalidades, situadas en varios países (Chile, Argentina, Perú, Brasil y Colombia) Nos conectamos a través de un servicio que no cree en las fronteras, tenemos conciencia de grupo, nos apasiona lo que hacemos y celebramos cada logro como si ganara nuestro equipo favorito. Nos hemos...
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Client Onboard Analyst 2
hace 6 días
Bogota, Colombia Citi A tiempo completoThe Client Onboard Analyst 2 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 Onboarding Analyst C09
hace 4 días
Bogota, Colombia Citi A tiempo completoEl Analista 1 de Incorporación de Clientes es una función profesional de un empleado en capacitación. Requiere amplio conocimiento del rango de procesos, procedimientos y sistemas que se utilizan en las tareas asignadas y una comprensión básica de los conceptos y principios subyacentes en los cuales se basa el trabajo. Debe tener una buena comprensión...
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Icg Risk Analysis
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Bogota, Colombia Citi A tiempo completo**ICG Risk Analysis (IRAU) Credit Risk Analyst (C10)** ICG Risk Analysis (IRAUs) is an integral part of the Institutional Credit Management (“ICM”) organization. The IRAU’s mandate is to deliver best-in-class credit risk analysis, monitoring and credit administration as a partner to ICG Risk and Banking, Capital Markets and Advisory’s (BCMA) shared...
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Specialist, Client Onboarding
hace 3 días
Bogota, Colombia Symphonic Distribution A tiempo completo**Specialist, Client Onboarding** Symphonic Distribution is a 100% independent music distribution and marketing company headquartered in downtown Tampa, FL and with offices in Brooklyn, Nashville, Denver, and Bogota, Colombia. We focus on distributing, promoting, and developing great independent music from artists, record labels, and many more. Not only do...
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Client Onboarding Specialist
hace 32 minutos
Bogota, Colombia Luxury Presence A tiempo completo**Client Onboarding Specialist** Full description We’re looking for an entry-level Implementation Specialist to join our growing Client Success team. Are you hyper-organized, and project-oriented? Are you eager to hit the ground running? If so, we’d love to speak with you! As a Client Onboarding Specialist, your role is to project manage the build-out...
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Client Onboarding Specialist
hace 2 semanas
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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Local Markets Onboarding Analyst
hace 2 semanas
Bogota, Colombia Rappi A tiempo completo¡Oye, es hora de que te unas a nosotros para mostrarle al mundo que somos la empresa que está cambiando paradigmas, donde revolucionamos las horas, los minutos y los segundos! ¿Quieres saber por qué Rappi? - ️ VEMOS OPORTUNIDADES donde otros ven problemas; - ️ VEMOS CERCANIA donde otros ven distancia; - ️ VEMOS ADRENALINA donde otros ven...
