CLIENT SERVICE SPECIALIST | [W-845]

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Job Title: Client Onboarding Specialist As a Client Onboarding Specialist, you will play a critical role in ensuring seamless client experiences. You will be responsible for processing client requests related to system setup, including signatory updates and documentation lodgment. This involves collaborating with internal partners to perform systems maintenance based on documentation related to Signer processes. The ideal candidate will possess excellent communication skills, both written and spoken, and be fluent in English. They should also have a good understanding of bank products and services, as well as knowledge of the financial sector. Additionally, they should be flexible, team-oriented, and able to work under pressure while meeting deadlines. Key Responsibilities: - Process client requests related to system setup, including signatory updates and documentation lodgment. - Collaborate with internal partners to perform systems maintenance based on documentation related to Signer processes. - Provide response to client and internal inquiries. - Prepare documentation for archiving. - Apply appropriate bank regulations while processing requests. - Remain up-to-date with current procedures, internal rules, external regulations, and follow changes in aforementioned documents. - Document operation procedure updates. - Process clients' instructions with highest accuracy and effectiveness, adhering to deadlines. - Verify and authorize data entered in systems. - Ensure all queries are dealt with efficiently and timely manner. - Escalate urgent/risk issues through appropriate escalation channels. - Cooperate with and support other teams/employees upon supervisor's instruction, including possibility of movement to another team and/or process. - Perform other crucial tasks instructed by supervisors, e.g., participation in trainings, projects, conference calls, systems testing. - Ensure high levels of client satisfaction through strong product, process, and client knowledge. Identify and suggest process improvements. - Assist in implementation of validated process improvements. - Understand procedures and controls for operational processes. Support Manager with quality assurance process. Understand procedures and controls for operational processes. Perform within departmental procedures and compliance standards to minimize losses. - Coordinate projects around internal processes. Participate in user acceptance test of new systems. - Effectively execute day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function. - Daily deliverable of routine and defined tasks, while developing knowledge of broader context in which work is being performed. - Assess risk when business decisions are made, demonstrating particular consideration for 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.

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