Senior Client Onboarding Specialist

2 weeks ago

Singapore beBeeAccount Full time
Client Onboarding Senior Analyst

This is a senior role that requires a seasoned professional with in-depth knowledge of client onboarding processes. The ideal candidate will have experience in developing new techniques and improving existing processes to enhance workflow efficiency.

The successful candidate will be responsible for integrating subject matter expertise within a defined area, requiring an understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Evaluating moderately complex and variable issues with substantial potential impact, the individual will weigh various alternatives and balance potentially conflicting situations using multiple sources of information.

A strong analytical skillset is required to filter, prioritize and validate complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are necessary for regular informal/formal leadership roles within teams.

The incumbent will be involved in coaching and training of new recruits and have significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.

Responsibilities:

  • Ensure a quick and seamless onboarding and account opening experience for clients.
  • Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications.
  • 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.
  • Engage with technology to design, build, and test new or updated applications.

Requirements:

  • 5-8 years of 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

Time Type:
Full time

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