Senior Client Onboarding Lead

Citi; Ciudad de México; Presencial; MXN 50,000 - 70,000; Jornada completa

Descripción de la vacante

A leading global financial institution is seeking a Senior Analyst to oversee customer interactions and account maintenance. This role demands strong project management skills, effective communication, and a commitment to customer service excellence. Ideal candidates will have 5-8 years of experience in documentation review and a Bachelor's degree. Join a team focused on ensuring high-quality service and compliance with regulations.

Formación

• 5-8 years of experience in documentation review and account maintenance preferred.
• Good verbal and written communication skills.
• Demonstrated project management skills including financial cost management.
• Proficient knowledge of English (written and spoken).

Responsabilidades

• Responsible for customer interaction and account opening functions.
• Demonstrates high level of organization and timely delivery.
• Manages account maintenance processing and service-related activities.
• Implements risk management practices and ensures compliance.

Conocimientos

Documentation review

Project management

Interpersonal communication

Customer service

Educación

Bachelor’s/University degree or equivalent experience

Descripción del empleo

A leading global financial institution is seeking a Senior Analyst to oversee customer interactions and account maintenance. This role demands strong project management skills, effective communication, and a commitment to customer service excellence. Ideal candidates will have 5-8 years of experience in documentation review and a Bachelor's degree. Join a team focused on ensuring high-quality service and compliance with regulations.