Client Onboarding Specialist: Unlocking Career Growth
3 weeks ago
Citi, a global financial institution, is seeking a high-caliber professional to join its team as an Officer, Client Onboarding Specialist, Citi Private Bank - Hybrid.
About the RoleAs a key member of our team, you will be responsible for ensuring a seamless onboarding and account opening experience for clients. This involves completing client risk profiles, processing account openings or maintenance requests, and maintaining constant communication with banking team partners.
Your primary objective will be to exceed client expectations by innovating and improving the onboarding and account opening processes. You will also partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure efficient and expeditious processing.
This role requires strong analytical and problem-solving skills, excellent verbal and written communication skills in Chinese (Cantonese and Mandarin) and English, and a proven ability to manage multiple concurrent deadlines and prioritize tasks effectively.
What We Offer- A competitive salary of $80,000 - $120,000 per annum, based on experience and qualifications.
- A comprehensive benefits package, including paid time off, health insurance, and retirement savings plan.
- Opportunities for career growth and professional development, with training programs and mentorship initiatives available.
- A dynamic and supportive work environment, with a diverse team of professionals from around the world.
- 2-5 years relevant experience in client onboarding, operations, or a related field.
- Self-motivated, proactive, and eager to improve existing processes.
- Excellent team player with strong communication and interpersonal skills.
- Strong analytical and problem-solving skills, with attention to detail and ability to work well under pressure.
Citi is a leading global financial institution, committed to providing innovative solutions and exceptional service to its clients. With over 200 years of history, Citi has established itself as a trusted partner in the financial industry.
We believe in fostering a culture of inclusivity, diversity, and respect, where all employees feel valued and empowered to succeed. If you are passionate about delivering exceptional results and making a meaningful impact, we encourage you to apply for this exciting opportunity.
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