Client Onboarding Representative (Contract)

Citigroup; Kuala Lumpur; Hybrid; MYR 402,000 - 670,000; Full time

Job summary

Citigroup is seeking a Client Onboarding Representative (Contract) to join our Institutional Client Onboarding team in Kuala Lumpur. The role involves processing system setup requests, updating signatories, and coordinating with internal partners to ensure accurate documentation and compliance with regulations.

You will handle client inquiries, archive documentation, and apply current bank procedures, while supporting other teams and driving continuous improvements with a focus on risk and

Qualifications

• 0-2 years experience
• Knowledge of bank products for account opening/maintenance
• Customer communication experience (internal/external) in banking
• Ability to work under pressure and meet deadlines
• Detail-oriented with strong organizational skills

Responsibilities

• Processes client’s system setup requests including signatories updates and documentation lodgment.
• Co-operates with internal partners to perform systems maintenance per account opening/maintenance processes.
• Provides responses to client and internal inquiries.
• Prepares documentation for archiving.
• Applies bank regulations and stays updated with procedures and policies.
• Documents operation procedure updates.
• Verifies and authorizes data entered in systems; ensures timely queries resolution.
• Supports other teams as instructed; participates in trainings/projects.
• Maintains high levels of client satisfaction through product and process knowledge.
• Identifies and suggests process improvements.
• Participates in user acceptance testing of new systems.
• Executes assigned tasks and daily deliverables with broader context in mind.

Skills

Fluent English

Attention to detail

Time management

Communication

Education

High School diploma or equivalent

Tools

Excel

Word

Job description

We’re currently looking for a high caliber professional to join our team as Client Onboarding Representative (Contract) - Hybrid (Internal Job Title: Client Onboard Rep - C05 ). 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. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Responsibilities:

• 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 the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
• Documents operation procedure updates.
• Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
• Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
• Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ 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 test of new systems.
• Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function.
• Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• 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.

Qualifications:

• 0-2 years experience
• Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on 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.
• Be able to work under pressure and to meet deadlines. Goal-oriented and with desire for new challenges. Customer focus. Self-motivated individual with high competency to follow through when facing obstacles.
• Ability to organize own work and manage time. Customer focus. Assertiveness. Demonstrated initiative and creativity in problem solving.

Education:

• High School diploma or equivalent

Job Family Group:

Customer Service

Job Family:

Institutional Client Onboarding

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.