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Client Onboarding Analyst Job Citi
Client Onboarding Analyst Job. Customer Service Jobs In Kenya
Team/Role Overview:
The Middle East and Africa Trade and Treasure Services (TTS) Onboarding Team is responsible for onboarding Cash Management products across the Citi Treasury and Trade product suite across Middle East & Africa region, including account opening, account maintenance, technical integration activities. We are a team that is obsessed about providing a positive onboarding experience for our clients.
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What you’ll do:
- Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
- Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
- Accurately report project status, escalating effectively for “on hold” and slow-moving requests.
- Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
- Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources to ensure smooth delivery.
- Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
- Advise client in terms of documentation requirements and portal activities
- Effective maintenance and communication of MIS and project metrics
- 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.
What we’ll need from you:
- Relevant Client Onboarding / KYC / Documentation Review and/or Project Management experience
- Fluent English and French as mandatory requirement
- Ability to manage complex integration solutions, working alongside Technical and Technology teams
- Results orientation – evidence of proactively driving projects is the conclusion
- Excellent communication
- Organizational and planning skills
- Decision making and problem-solving skills
- Flexibility – ability to manage a varying workload (i.e., volume, complexity, and composition)
- Attention to detail and experience of working in a controlled environment.
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How to Apply
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