Client Onboarding Specialist

Citi; Kuala Lumpur; On-site; MYR 90,000 - 140,000; Full time

Job summary

Citi is seeking a professional for the Treasury and Trade Solutions team in Kuala Lumpur. The role involves coordinating regional implementations of cash management solutions and driving project delivery to time and quality targets.

You will work with Sales, Product Management, and Client Services to ensure client satisfaction and successful go-lives. Minimum requirements include a Bachelor’s degree and 3–5 years of relevant experience.

Qualifications

• 3–5 years relevant experience.
• Results orientation – evidence of proactively driving projects to conclusion.
• Demonstrated communication skills; organizational and planning skills; negotiation, decision making and problem solving skills.
• Flexibility – ability to manage a varying workload (volume, complexity and composition).
• Ability to manage complex integration solutions, working alongside Technical and Technology teams.
• Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified.
• Attention to detail and experience of working in a controlled environment.
• Self‑starter and ability to take initiative in driving projects forward.
• Excellent written and verbal communication skills.
• Excellent customer interaction and management skills.
• Negotiation and decision making/problem solving skills.
• Ability to effectively manage and navigate through multi‑faced disciplines throughout the Bank.

Responsibilities

• Coordinate implementation of regional and global cash management solutions of small size and low complexity.
• Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Report project status and escalate for on hold deals.
• Apply disciplined project management methodologies throughout the implementation lifecycle.
• Ensure adherence to defined quality standards and achieve excellent ratings in quality reviews.
• Coordinate Sales, Product Management, Client Services and Operations to ensure client satisfaction.
• Engage with partners using defined tools (CRM engagement, CSR handover 4/6 weeks before go-live).
• Attend client meetings with TTS Product Sales and Relationship Managers.
• Document post-implementation reviews and case books for future use and marketing.
• Track and communicate deal status and MIS metrics to senior management.
• Participate in staff forums and mandatory training, escalate control issues with transparency.

Skills

Project management

Communication skills

Negotiation

Stakeholder management

Attention to detail

Problem solving

Time management

Analytical thinking

Education

Bachelor's degree or equivalent

Job description

Citi’s Treasury and Trade Solutions (TTS) provides global solutions that help clients drive their business forward while investing in innovation to bring new solutions to life.

Responsibilities

• Coordinate implementation of regional and global cash management solutions of small size and low complexity.
• Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals.
• Disciplined application of structured project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan.
• Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
• Co‑ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
• Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled “go live”).
• Attend necessary client meetings in close cooperation with TTS Product Sales and Relationship Managers.
• Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post implementation reviews and case book write ups for future implementation usage and marketing purposes.
• Track and communicate internally the status of the deals.
• Effectively maintain and communicate MIS and project metrics. Provide ongoing senior management updates on key projects as required.
• Participate in staff forums and survey process.
• Complete all mandatory and personal development training as stipulated by controls officer and team lead.
• 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

• 3‑5 years relevant experience.
• Results orientation – evidence of proactively driving projects to conclusion.
• Demonstrated communication skills; organizational and planning skills; negotiation, decision making and problem solving skills.
• Flexibility – ability to manage a varying workload (volume, complexity and composition).
• Ability to manage complex integration solutions, working alongside Technical and Technology teams.
• Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified.
• Attention to detail and experience of working in a controlled environment.
• Self‑starter and ability to take initiative in driving projects forward.
• Excellent written and verbal communication skills.
• Excellent customer interaction and management skills.
• Negotiation and decision making/problem solving skills.
• Ability to effectively manage and navigate through multi‑faced disciplines throughout the Bank.

Education

Minimum requirement: Bachelor’s/University degree or equivalent experience.

Job type: Full‑time.

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