At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi's Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as Officer, Client Onboarding Operations Specialist - Hybrid (Internal Job Title: Client Onboard Intmd Analyst– C11) based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.
In this role, you’re expected to:
- Responsible for documentation review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
- Focuses on timely and accurate delivery of all Client Data Maintenance functions, as well as delivering superior customer service and resolution of customer issues.
- Performs day to day management of the account maintenance processes including oversight of volume allocation, day-end checks, updating of internal processes and checklists as well as delivery of high quality service to internal partners.
- Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
- 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 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 stakeholders and within team to facilitate an open and direct communication of issues, needs and queries such 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 implement them correctly.
- Monitors customer satisfaction and service level and drive process changes.
- Provides innovative solutions to clients.
- Ensures a strong and robust processing environment with effective controls.
- Establishes risk management practice.
- Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Appropriately assess risk when business decisions are made, demonstrating 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.
As a successful candidate, you’d ideally have the following skills and exposure:
- 4-6 years of experience in Client Onboarding/Client Data Maintenance focusing on Documentation Review and Static Data set-up.
- 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.
- Consistentlydemonstrates clear and concise written and verbal communication skills.
- Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).
- Bachelor’s/University degree or equivalent experience
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
