Client Onboarding Specialist

Job Id: 24736805

The Client Onboarding Documentation Specialist will be responsible for engaging with both clients and internal stakeholders as part of the Account Opening and/or Account Maintenance processes. Responsible for delivering own portfolio of client onboarding projects, working directly with specific Israeli Corporate clients and with global treasury organizations.

Responsibilities:

• Coordination and execution of the documentation process - document tailoring, issuance, validation, and execution for clients account openings across multiple jurisdictions.
• Enhance the Client Experience and be the clients advocate in simplifying and improving our internal processes
• Perform a complete review and due diligence of the documentation ensuring all Citi, Constitutive documents provided are in line with all legal and regulatory requirements
• Own your client queries end to end using project management approach
• Co-ordinate and control special projects (mergers/acquisitions/tax payments etc.) where applicable
• Lead client onboarding projects of regional and global cash management solutions of all sizes and complexities.
• Accurately report project status, escalating effectively for “on hold” and slow-moving requests.
• 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.
• 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.
  
  

Qualifications:

• 1-4 years of relevant Corporate Customer Service, KYC, Financial Client Onboarding and/or Project Management experience
• Fluent Hebrew and English is mandatory
• Experience in a process driven, documentation or legal environment preferable
• Ability to work independently within a team environment
• Ability to manage integration solutions, working alongside Technical and Technology teams
• Results orientation - evidence of proactively driving projects is the conclusion
• Excellent interpersonal 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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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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