Client Onboarding Representative

Citigroup; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Kuala Lumpur seeks a Client Onboard Rep. This role requires handling client requests, maintaining bank systems, and ensuring high service quality. Ideal candidates should have a bachelor's degree and prior experience in financial services, with strong attention to detail and customer focus. Fluency in English and proficiency in PC skills are essential. Join a diverse and dynamic team committed to growth and community impact.

Qualifications

• Bachelor's degree or equivalent experience.
• Previous experience in financial services preferred.
• Knowledge of bank products related to account opening and maintenance.

Responsibilities

• Processes client's requests related to system setup and documentation.
• Cooperates with internal partners for system maintenance.
• Provides responses to client and internal inquiries.
• Ensures high client satisfaction through product knowledge.

Skills

Attention to detail

Customer focus

Ability to work under pressure

Good PC skills (Excel, Word)

Fluent in English

Education

Bachelor's/University degree or equivalent experience

Job description

About Citi

At Citi, we connect millions of people across hundreds of cities and countries every day. We have been doing this for more than 200 years, offering a broad range of financial services and products to consumers, corporations, governments, and institutions to help them meet opportunities and face challenges.

In this role, you are expected to:

The Client Onboard Rep 5 performs relatively complex assignments, has direct impact on the business by ensuring the quality of the tasks or services provided, and works under little to no direct supervision. The role includes servicing an expansive and/or diverse array of products/services, applying technical and professional principles, and ensuring that the quality and service of self and others meet high standards. You may recommend new options to enhance productivity, require tact and diplomacy when exchanging complex or sensitive information, and remain sensitive to audience diversity. Basic knowledge of the organization, the business and its policies is required, and you are typically responsible for resolving basic to moderately complex problems based on practice and precedence.

• Processes client's requests related to system set up including signatories’ updates and documentation lodgment.
• Co‑operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
• Provides response to client and internal inquiries.
• Prepares documentation for archiving.
• Applies appropriate bank's regulations while processing the requests, remains up to date with current procedures, internal rules, external regulations, and follows changes in the aforementioned documents.
• Documents operation procedure updates.
• Processes clients’ instructions ensuring the highest accuracy and effectiveness, verifies and authorises data entered in the systems, ensures all queries are dealt with efficiently and timely, and escalates urgent or risk issues through the appropriate escalation channels.
• Co‑operates with and supports other teams/employees upon supervisor’s instruction, including the possibility of movement to another team or process.
• Performs other crucial tasks instructed by supervisors, such as participation in trainings, projects, conference calls, and system testing.
• Ensures high levels of client satisfaction through strong product, process, and client knowledge.
• Identifies and suggests process improvements.
• Assists in the implementation of validated process improvements.
• Understands procedures and controls for operational processes.
• Supports Manager with quality assurance process.
• Participates in user acceptance tests of new systems.
• Executes tasks detailed within this document as well as any other work instructed by supervisor related to this function.
• Delivers routine and defined tasks daily while developing knowledge of the broader context in which work is performed.
• Appropriately assesses 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, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.

As a successful candidate, you would ideally have the following skills and exposure:

• Bachelor's/University degree or equivalent experience
• Previous experience in financial services preferred.
• Knowledge of bank products in the scope of opening and maintaining bank accounts; customer communication experience (internal/external); knowledge of the field of finances and banking.
• Flexibility, team spirit, loyalty.
• High attention to detail.
• Good PC skills (Excel, Word).
• Fluent in both written and spoken English.
• Ability to work under pressure and meet deadlines.
• Goal‑oriented with a desire for new challenges.
• Customer focus.
• Self‑motivated with high competency to follow through when facing obstacles.
• Ability to organize own work and manage time.
• Flexible and adaptable approach to a constantly changing work environment.
• Demonstrated initiative and creativity in problem solving.

This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today!

Job Family Group: Customer Service

Job Family: Institutional Client Onboarding

Time Type: Full time

Most Relevant Skills: Please see the requirements listed above.

Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Citi 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.