Officer, Client Onboarding

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China 00541 Citibank (Hong Kong) Limited Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Client Onboarding & Servicing Team as an Officer. As a key member of our team, you will be responsible for resolving customer inquiries, supervising escalated issues, and providing efficient and effective customer service to our clients.

Key Responsibilities
  • Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi's clients
  • Identify opportunities to offer value-added products and services while adhering to strict laws and regulations governing Telesales
  • Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
  • Assist with ongoing Lean and process improvement projects
  • Resolve complex problems based on best practice/precedence, escalating as needed
  • 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.
Requirements
  • Relevant experience
  • High School diploma or equivalent
  • Proficient in Microsoft Office
  • Ability to work occasional weekends to support Pega releases and COB testing
  • Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR's)
  • Demonstrated analytical skills and mathematical knowledge
About Citi

Citi is a global bank with a long history of innovation and customer service. We are committed to providing our employees with the resources and support they need to succeed in their careers and make a positive impact in their communities.

We are an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



  • Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full time

    About the Role:Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients.Key Responsibilities:Manage the client onboarding process, including KYC/ CDD/ CRA reviews, to ensure compliance with...


  • Hong Kong, Central and Western District, Hong Kong SAR China 01289 Citicorp International Limited Full time

    About 01289 Citicorp International LimitedAt 01289 Citicorp International Limited, we connect millions of people across hundreds of cities and countries every day. We've been doing it for more than 200 years through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Jefferies Full time

    Job SummaryWe are seeking a highly skilled Client Onboarding Specialist to join our team at Jefferies in Hong Kong. The successful candidate will be responsible for supporting the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.Key ResponsibilitiesClient Outreach and Engagement: Develop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Jefferies Full time

    RoleWe are seeking a highly skilled Client Onboarding Specialist to support our equity and fixed income divisions in the AsiaPac region. The successful candidate will work closely with our London Client Onboarding team to process new business client onboarding requests.The role will involve liaison with other Jefferies areas such as Front and Middle Offices,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full time

    **Job Summary**Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team in Hong Kong. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients, while maintaining the highest standards of compliance and risk management.**Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China 01289 Citicorp International Limited Full time

    About 01289 Citicorp International LimitedWe are a leading global financial services company, serving millions of people across hundreds of cities and countries every day. Our unparalleled global network provides a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest...


  • Hong Kong, Central and Western District, Hong Kong SAR China WATI Full time

    About WatiWati is an innovative SaaS platform dedicated to delivering comprehensive WhatsApp API solutions tailored for small to medium-sized businesses and large corporations. Our mission is to enhance business communication, enabling companies to connect with their customers on WhatsApp.Supported by renowned global investors, we have established ourselves...


  • Hong Kong, Central and Western District, Hong Kong SAR China WATI Full time

    About WatiWati is an innovative SaaS platform dedicated to delivering comprehensive WhatsApp API solutions tailored for small to medium-sized businesses and large corporations. Our mission is to enhance business communication, enabling companies to connect with their customers through WhatsApp.Supported by prominent global investors, we have established...


  • Hong Kong, Central and Western District, Hong Kong SAR China WATI Full time

    About WatiWati is an innovative SaaS platform that specializes in comprehensive WhatsApp API solutions tailored for small to medium-sized businesses and large corporations. Our mission is to enhance business communication, enabling organizations to connect with their customers on WhatsApp.Supported by renowned global investors, we are proud to be Shopify's...


  • Hong Kong, Central and Western District, Hong Kong SAR China WATI Full time

    About the RoleWe are seeking a highly skilled and experienced Onboarding Consultant to join our team at Wati. As an Onboarding Consultant, you will play a critical role in ensuring a seamless and positive experience for our clients during their onboarding journey.Key ResponsibilitiesClient Onboarding: Conduct in-person workshops, webinars, and 1-1 training...


  • Hong Kong, Central and Western District, Hong Kong SAR China Pure Hong Kong Full time

    **Job Summary**Pure Hong Kong is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our compliance department, you will play a critical role in ensuring the smooth onboarding of new clients while maintaining the highest standards of Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China State Street Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Specialist to join our team at State Street. As a key member of our Global Markets group, you will play a critical role in driving compliance with regulatory rules and ensuring seamless client onboarding processes.Key ResponsibilitiesIdentify and address documentation gaps with...


  • Hong Kong, Central and Western District, Hong Kong SAR China BBVA Full time

    Key ResponsibilitiesAs a Client Onboarding Associate at BBVA, you will play a critical role in ensuring the smooth onboarding of new clients. Your primary responsibilities will include:Collaboration and CommunicationEngage and cooperate with key departments, including Compliance, Sales, and Onboarding Teams, to coordinate communication with relevant...


  • Hong Kong, Central and Western District, Hong Kong SAR China United Overseas Bank Full time

    About United Overseas BankUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories. Our history spans more than 80 years, guided by our values – Honorable, Enterprising, United and Committed.About the DepartmentThe department is responsible for ensuring the smooth...


  • Hong Kong, Central and Western District, Hong Kong SAR China 00541 Citibank (Hong Kong) Limited Full time

    About the RoleCitibank (Hong Kong) Limited is seeking a highly skilled and experienced professional to join our team as an Officer, IPB Sales and Onboarding Support Specialist. As a key member of our operations team, you will be responsible for providing exceptional client service and support in the areas of client reporting and onboarding.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Balyasny Asset Management L.P. Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Associate to join our Front Office Onboarding and Integration team at Balyasny Asset Management L.P. As a key member of our team, you will be responsible for collaborating with senior leaders across multiple business units and operational leaders to scale the onboarding process.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Family Office Client Services ManagerGlobal Executive Consultants Ltd. is seeking a highly skilled Client Services Manager to join our team in a Family Office setting.**Job Summary:**We are looking for a seasoned professional to source, onboard, and manage relationships with high-net-worth individuals, family offices, and corporate investors. The ideal...


  • Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Full time

    **Job Summary**Atomic Recruitment is seeking a highly skilled HR Onboarding Specialist to join our team. As a key member of our HR department, you will play a crucial role in delivering an exceptional pre-hire onboarding experience for our clients.**Key Responsibilities****Coordinate Employee Onboarding**: Work closely with our HR Business Partner, HR...


  • Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full time

    about the companyA western commercial bank is looking for a client on-boarding analyst to join their growing business. This is an additional headcount to support their highly expanding business. The ideal candidate will have years of experience in on-boarding and account opening for corporate clients. about the jobCorproate client onboardig, account...


  • Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Full time

    **Job Summary**Atomic Recruitment is seeking a highly skilled HR Onboarding Specialist to join our team. As a key member of our HR department, you will play a crucial role in delivering an exceptional pre-hire onboarding experience for our clients.**Key Responsibilities****Coordinate Employee Onboarding**: Work closely with various teams to ensure a seamless...