Officer/AVP, Client Onboarding Operations Specialist

2 months ago

Singapore Citi Full time
About the Role

Citi is seeking a highly skilled and motivated individual to join our team as a Client Onboarding Operations Specialist. As a key member of our operations team, you will be responsible for ensuring the smooth onboarding of new clients and the maintenance of existing relationships.

Key Responsibilities
  • Responsible for documentation review and system setups, demonstrating high levels 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.
  • Performs day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Ensures consistent delivery of high-quality service to customers through meeting or exceeding customer expectations 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 relationships with clients and within the team to facilitate an open and direct communication of issues, needs, queries, etc., in such a way that these may be responded to in an efficient, prompt, and professional manner.
  • Embarks on continuous on-the-job training for end-to-end product knowledge.
  • Understands client requirements and implements them correctly.
  • Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service levels and drives process changes.
  • Provides innovative solutions to clients.
  • Ensures a strong and robust processing environment with effective controls.
  • Establishes risk management practices.
  • Maintains a strong culture of risk and controls in the team through various processes and check points.
Requirements
  • 4-6 years of experience in Client Onboarding focusing on Account Opening Documentation review and static data setup.
  • Fresh Graduate/Candidates with less experience may be considered for Junior Roles.
  • 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 the extra mile.
  • Proficient in Microsoft Office Applications.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Proficient in handling urgent and escalation cases and managing client and internal team expectations.
  • Proficient knowledge of English (written and spoken).
  • Bachelor's/University degree or equivalent experience.
About Citi

Citi is a global bank with a long history of innovation and a commitment to excellence. We offer a dynamic and inclusive work environment, with opportunities for career growth and development. As a Client Onboarding Operations Specialist, you will be part of a team that is dedicated to delivering exceptional service to our clients and driving business growth.

What We Offer
  • A competitive salary and benefits package.
  • Opportunities for career growth and development.
  • A dynamic and inclusive work environment.
  • Access to cutting-edge technology and tools.
  • A global network of colleagues and opportunities for collaboration.

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