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Client Onboarding Senior Analyst (Account Maintenance)

Citi·Salary not specified

Primary stack

Project Management

Job description

About the Position

Client Onboarding Senior Analyst (Account Maintenance)

Join Citi as a Client Onboarding Senior Analyst in Jakarta, focusing on account maintenance and customer service.

Responsibilities

  • Responsible for customer interaction, documentation issuance, review, and system setups.
  • Demonstrates 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, to include delivery of very high-quality service to customers and 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.
  • 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 level and drives process changes. Provides innovative solutions to clients.
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  • Appropriately assesses 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.

Requirements

  • Experience: 3-5 years of experience in Documentation review, Account Maintenance, and related Cash products preferred.
  • Skills:
    • Demonstrated interpersonal skills, proactive 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 prioritizing 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.
    • Proficient in handling urgent and escalation cases and managing client and internal team expectations. Proficient knowledge of English (written and spoken).
  • Education: Bachelor’s/University degree or equivalent experience.

We Offer

  • Job Family Group: Customer Service
  • Job Family: Institutional Client Onboarding
  • Time Type: Full time
  • Work Location Type: Hybrid

About the Company

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Global Benefits

Discover the top benefits offered to our global workforce, designed to support your well-being, growth, and work-life balance. Explore a few of the highlights that make working with us rewarding.

Learn About Global Benefits

© Citi. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.

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About the Company Citi is a global financial services company employing over 225,000 people worldwide. The company offers a wide range of financial products and services, including banking, wealth management, and investment banking. Citi is committed to career growth, community service, and making a significant impact. Products, Services & Tech Stack Core Solutions Banking & International Wealth Markets Treasury and Trade Solutions Global FX Citi Global Wealth Services Operations Technology Technologies & Frameworks AML Detection Testing Services Client Onboarding Regional Investigations HR Country Business Partners CCB ICG Admin & Miscellaneous XiP and Margin Technology Prime Finance Technology ISG Documents Technology Counterparty Credit Risk Analytics Lending Ops Global Process Owner and Transformation Service Management - Production Support Know Your Customer Global Screening Organization ISG KYC Banking ICRM - International Compliance Country Sourcing Project Scope & Target Clients Client Base Banking Wealth Hybrid Engineering Scale On-Site/Resident Entry Level Executive Professional Student and Grad Programs Early Career

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