Client Onboarding Specialist

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Onboarding Team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Client Onboarding Specialist will be responsible for engaging with both large Multinational and Israeli Corporates clients as part of the Account Opening and the Implementation process. Responsible for client onboarding projects, working with clients and with internal and external stakeholders.

What You’ll Do

• 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.
  
  

What We’ll Need From You

Leadership Skills: Proven experience in leading cross-functional teams, managing product ownership, and implementing data management best practices.

Communication: Excellent communication and collaboration skills, with the ability to interact effectively with multiple teams and stakeholders.

Education:

• Batchelor degree
  
  

What We Can Offer You

This is a role that'll offer you the opportunity to build an in-depth knowledge of financial services operations. Every day there will be new business challenges that will help you develop new skills that can drive your career.

By joining Citi Tel Aviv, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits

such as:

• Generous holiday allowance starting at 22 days
• Private medical insurance packages
• Employee Assistance Program
  
  

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.

We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Apply to join our team!

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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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Citi is 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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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