Senior Client Onboarding analyst

Are you looking for a career move that will put you at the heart of a global financial institution?

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Client Onboarding group is a client facing organization responsible for the coordination and communication around all underlying activities from sales prospect/new business opportunity through to the first trade.

While the client onboarding team are responsible for stewarding the client through the end-to-end onboarding process our success as a firm depends on many teams and the ability to effectively communicate between them. Generally, the onboarding role is a coordination role with client data set up function happening within the respective control groups. The department has a fast paced environment and analysts have deadlines to meet daily and deal with stakeholders across the globe

The Senior Client Onboard 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.
 

What you’ll do

• Responsible for customer interaction, documentation issuance, review and system setups.

• Demonstrates high level of diligence, motivation and organizational skills.

• Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.

• Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.

• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.

• Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we’ll need from you

• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.

• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of multitasking and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.

• Proficient in Microsoft Office Applications.

• Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).

• Experience in Documentation review, Account Maintenance and related Cash products preferred.

• French and/or German language skills preferred.

• Bachelor’s/University degree or equivalent experience.

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

• A discretional annual performance related bonus

• Private medical insurance packages to suit your personal circumstances

• Employee Assistance Program

• Pension Plan

• Paid Parental Leave

• Special discounts for employees, family, and friends

• Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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