Client Onboarding Analyst
hace 18 horas
**This role is a** **queue manager within the **TTS Onboarding organization; this is a seasoned professional role, responsible** for the accurate and efficient review and assignment of incoming deals. **A** positive end-to-end client experience is heavily influenced by **the optimized **routing and kicking off **Client Onboarding Projects** once deals come into the queue. Upcoming process changes related to the digitization of client onboarding are **demanding constant collaboration with this queue manager’s position**, and we are seeking an additional person to review and route deals to the appropriate implementation manager. The person in this position has a critical role ensuring high levels of client satisfaction and driving process improvements.**: **Key Responsibilities**: - ** Partner closely with **the sales, product, and onboarding teams** to quickly and efficiently route deals to the appropriate team or individual.**: - ** Participate in improvement initiatives and analyze impact to the queue management process. Champion process efficiencies, automation, and streamlining of processes to enable short turn around times while maintaining high degree of accuracy.**: - ** This is a consistently fast paced and high volume position, requiring an individual who thrives in **such environment**.**: - ** Identify opportunities to improve process efficiency and **suggests changes.**: - ** Coordinate with partner teams on activities and projects including: Global Business Management, the CRM Team, Product, Account Services, and Customer Service etc.**: - ** Cultivate a strong network of those in similar roles elsewhere in the Global Implementation organization **for collaboration and **best practice**s** sharing. Leverage the tools, ideas, and experiences of organizations outside North America Implementations to invigorate our improvement initiatives.**: - ** Gather and document requirements from the management team for the future development of automated reporting**.**: - ** Coordinate testing of new functionalities and reporting for the NA region and globally where applicable**.**: - ** Communicate timelines and changes to management and the IMs regularly**.**: - ** Other activities within the Business Management Office as needed**.***: **Knowledge/Experience**: - ** Fully Bilingual English-Spanish is required**: - ** +4 years of experience**: - ** Industry Knowledge**: Transactional Products, Banking Operations, Business Office are a plus. Citi **TTS product **knowledge **is a plus**.**: - ** Cash management product knowledge - payments, receivables, liquidity management, Trade Supplier Finance and technical integration is a plus.***: **Skills/Competencies**: - ** Strong Microsoft Excel Skills**: - ** Project Management Skills**: - ** Technical Communications - Verbal, Written and Presentation**: - ** Client Skills**:Passionate about remarkable client experience**: - ** Planning and Organizing**:Ability to adapt to a changing work environment**: - ** Good **business/organization** judgment-ability to make sound business decisions Competencies**: - ** Strong analytical, problem solving, ideation and time management skills**: - ** Organizational conflict management skill**: - ** Experience with CRM is a plus**: - **Job Family Group**: Customer Service - **Job Family**: Institutional 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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Onboarding & Reference Data Analyst (KYC Focus)
hace 6 días
Colombia Citibank (Switzerland) AG A tiempo completoA leading global financial services company seeks a Client Onboard Analyst in Colombia. This full-time role focuses on ensuring a quick and seamless onboarding experience for clients. Responsibilities include conducting KYC due diligence, managing client documentation, and collaborating with various internal teams. Ideal candidates will be bilingual in...
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Onboarding Specialist
hace 18 horas
Colombia Solvo Global A tiempo completo**Title: Jr Onboarding Implementation Specialist - Medellín** ¿Estás listo para embarcarte en una emocionante aventura comoJr Onboarding Implementation Specialist en Solvo en Medellín? Estamos buscando a una persona dinámica para unirse a nuestro equipo y desempeñar un papel fundamental en nuestro proceso de incorporación de clientes. Si te apasionan...
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System Analyst
hace 1 semana
Colombia Atlantic Talent Services A tiempo completoSystem Analyst Job Overview: As a System Analyst, you will be responsible for analyzing, designing, and implementing efficient IT systems and processes for our organization. You will work closely with business stakeholders to understand their needs and translate them into technical requirements. You will be responsible for ensuring that our systems are...
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Reference Data Services Analyst 2
hace 6 días
Colombia Citibank (Switzerland) AG A tiempo completo## For additional information, please review .The Client Onboard Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good...
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Customer Onboarding Executive
hace 2 semanas
Colombia Buk Colombia A tiempo completo## BUK COL SAS---### Detalles de la oferta**Vacantes**1**Horas Semanales**44.0**Jornada**Completa## Más información## Customer Onboarding Executive## Descripción¡Únete a nuestro equipo como Project Manager (Nómina) y haz la diferencia en el servicio y experiencia del cliente, implementando nuestro software! En Buk, estamos buscando una persona...
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Onboarding Officer
hace 13 horas
(s): Colombia : Bogota : Bogota Scotiabank Global Site A tiempo completoRequisition ID: 249499Thanks for your interest in ScotiaGBS, the best campus in Bogota.Join a purpose driven winning team, committed to results, in an inclusive and high-performing environment. PropósitoContribuye al éxito general del Hiring & Onboarding / Recursos Humanos GSG y GBS, garantizando que los objetivos, planes e iniciativas individuales...
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Service Desk Analyst
hace 18 horas
Colombia CreateMe A tiempo completoFounded in 2018, CreateMe is a world leader in customization and on-demand apparel technology. Our solution spans software front-end to automated manufacturing delivery at speed and at scale. CreateMe empowers brands to eliminate waste, maximize margins and create limitless means of self-expression for every consumer. We're based in New York City with a...
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Entrenador de Clientes
hace 1 semana
Colombia Compurent A tiempo completoSi eres **profesional** en Mercadeo, Administración de empresas, ingenierías o afines, cuentas con mínimo **2 años de experiência en **procesos de Fidelización, Experiência al Cliente y/o Gestión Comercial y **mínimo 1 año de experiência **en funciones o roles en Formación y/o Capacitación de clientes ésta vacante es para ti. **Serás el...
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Assistant Analyst
hace 18 horas
Colombia PRGX Global, Inc A tiempo completo**PRGX COLOMBIA LTDA** **ASSISTANT ANALYST I (CAPTURISTA)**: ***DESCRIPCION DEL PUESTO Y RESPONSABILIDADES**: **- **Apoya las operaciones de la auditoría capturando información de los documentos del cliente en Excel o software propiedad de PRGX.**: - **Apoya en tareas de descarga de información de los portales del cliente, así como una depuración y...
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Sr Business Analyst
hace 2 semanas
Colombia Citi A tiempo completoThe Sr. Business Analyst is an intermediate level position responsible for the metrics generation, reporting, analytics, and data interpretation, for use in monitoring team performance, the following of the key indicators in the operation and providing data tools that help decision-making and strategy setting for support the results delivered within the...