Client Onboard Analyst

Citigroup Inc.; Kuala Lumpur; On-site; MYR 60,000 - 85,000; Full time

Job summary

A global financial institution in Kuala Lumpur is seeking a Client Onboard Analyst to manage customer interactions and ensure high-quality documentation. The ideal candidate has 2-5 years of experience and strong interpersonal skills. This role involves project management and cross-functional collaboration, delivering superior service and adhering to regulatory standards while working in a dynamic environment.

Qualifications

• 2-5 years of experience in documentation review and account maintenance preferred.
• Highly motivated and capable of prioritizing in a high-volume environment.
• Fast learner with a willingness to go the extra mile.

Responsibilities

• Responsible for customer interaction and documentation issuance.
• Focus on timely delivery of account opening functions.
• Manage cross-functional relationships and project management.

Skills

Interpersonal skills

Team player

Written and verbal communication

Attention to detail

Proficiency in Microsoft Office

Education

Bachelor’s/University degree

Job description

Overview

At Citi, we connect millions of people across hundreds of cities and countries. We provide a broad range of financial services and products to clients—from consumers to institutions—to help them meet opportunities and challenges. Citi’s Treasury and Trade Solutions (TTS) provides global solutions to drive clients\' business forward while investing in innovation. We are looking for a high-caliber professional to join our team as Client Onboard Analyst (Internal Job Title: Client Onboard Analyst 2 - C10) based in Kuala Lumpur, Malaysia.

Being part of our team means we\'ll provide resources to meet your needs, empower you to make healthy decisions, and help manage your financial well-being to plan for your future.

Responsibilities

• 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 superior customer service and resolution of customer issues.
• Performs day-to-day management of the account opening and maintenance processing, including in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, and delivers 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 and analyzes complex issues with significant departmental impact.
• Consistent delivery of high-quality service to customers through meeting or exceeding customer expectations guided by service level agreements and efficiency/accuracy standards.
• Ensures awareness and full compliance with internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationships with clients and within the team to facilitate open and direct communication of issues, needs, queries, etc., to respond efficiently and professionally.
• Embarks on continuous on-the-job training for end-to-end product knowledge.
• Understands client requirements and implements them correctly.
• Understands new customer requirements and ensures adequate support to new customer initiatives; monitors customer satisfaction and service levels, drives process changes, and provides innovative solutions to clients.
• Daily deliverables include routine and defined tasks while developing knowledge of the broader context of work.
• Appropriately assess risk in business decisions, safeguarding Citigroup, its clients and assets by driving compliance with laws and regulations, adhering to policy, applying ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred.
• Demonstrated interpersonal skills, proactive team player but also able to work independently, with exceptional written and verbal communication skills.
• Highly motivated, persistent, and able to work in a structured, high-volume, time-sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go the extra mile.
• Proficient in Microsoft Office applications.
• Proficient in handling urgent and escalation cases and managing client and internal team expectations. Proficient knowledge of English (written and spoken).

Education

• Bachelor’s/University degree or equivalent experience

Cit i is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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. View Citi\'s EEO Policy Statement and the Know Your Rights poster.