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Client Onboarding Sr Analyst
hace 2 semanas
**Responsibilities**:
- To lead the implementation of all Onboarding deals in line with project management methodology and have end to end management of dedicated client deal portfolio enhancing the client on-boarding experience.
- Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex account opening, account maintenance, product, and technical onboarding deals). Ensure the solution meets the clients expectations and is line with contractual obligations and agreements
- Support client through their Onboarding journey - responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production.
- Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction - navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
- Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects. Closely manage the expectations of the client organization.
- Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions
- Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in “best practices” collateral.
- Continuously reduce aging/cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals.
- Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.
- Lead meetings and coordinate activities of the cross-organizational implementation teams
- Maintain solid relationships with key client and internal stakeholders
- Partner with the client to escalate and manage critical issues to resolution.
- Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders
- Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
- Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements
Qualifications:
- 5-8 years of experience
- English language fluency in writing and speaking required, with English speaking interaction 95% of the time.
- Cross-functional team work experience to deliver multi-work stream projects.
- Strong communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committee).
- Ability to promote team building and develop partnerships with other teams through influential skills.
- Ability to analyze and solve complex problems.
- Self-starter and ability to take initiative in driving projects forward.
- Excellent organizational and planning skills.
- Excellent customer interaction and management skills.
- Negotiation and decision making/problem solving skills.
- Ability to work under high-volume workload and prioritize in an effective manner.
- Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
- Project Management Professional certification is preferred.
**Education**:
- Bachelors/University degree required.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Job Family Group:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- Time Type:
Full time
- Most Relevant Skills
Please see the requirements listed above.
- Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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