Bilingual Senior Onboarding Analyst - English & Mandarin

Citigroup; Ciudad de México; Vor Ort; MXN 600.000 - 900.000; Vollzeit

Zusammenfassung

Citigroup is seeking a seasoned Client Onboarding Sr Analyst in Mexico City. You will oversee customer interactions, documentation, and system setups while driving timely, high-quality account opening.

The role emphasizes risk-aware decision making, cross-functional leadership, and coaching of junior staff. You will coordinate with internal partners, manage day-to-day onboarding workflows, and seek process improvements to enhance customer experience and compliance.

Qualifikationen

• 5-8 years of experience in documentation review, account Maintenance and related Cash products preferred.
• Good interpersonal communication skills. Able to communicate with internal and external business partners.
• Demonstrated Project management skill including financial cost management skill.
• Advanced execution skills in a prioritiziation mode. Exposure to Customer Service and handling of system, testing and rollouts.
• Proficient knowledge of English (written and spoken).
• Chinese mandarin speaker - English, both languages proficiency written and speaking.

Aufgaben

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Encourages cross functional training for staffs to enrich their skill base.
• Optimizes manpower to achieve higher productivity levels.
• Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
• Establishes risk management practice. Maintains a culture of risk and controls in the team through various processes and check points.
• Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity.
• appropriately assess risk when business decisions are made, demonstrating particular 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, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Kenntnisse

Project management

Communication skills

English proficiency

Mandarin Chinese

Documentation review

Customer service

Leadership

Ausbildung

Bachelor's degree

Jobbeschreibung

Citigroup is seeking a seasoned Client Onboarding Sr Analyst in Mexico City. You will oversee customer interactions, documentation, and system setups while driving timely, high-quality account opening.

The role emphasizes risk-aware decision making, cross-functional leadership, and coaching of junior staff. You will coordinate with internal partners, manage day-to-day onboarding workflows, and seek process improvements to enhance customer experience and compliance.