Client Onboarding & Service Specialist

Citi; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency in Microsoft Office Applications.

This is a critical role that ensures high customer satisfaction and adherence to internal policies. A Bachelor's degree is required, and applicants must demonstrate a proactive attitude and attention to detail.

Qualifications

• 0-2 years of experience in documentation review and account maintenance.
• Demonstrated interpersonal skills and able to work independently.
• Proficient in handling urgent and escalation cases.

Responsibilities

• Responsible for customer interaction and documentation issuance.
• Delivers superior customer service and resolves customer issues.
• Manages account opening and maintenance processing.

Skills

Documentation review

Account Maintenance

Microsoft Office Applications

Interpersonal skills

Attention to detail

English proficiency

Education

Bachelor’s/University degree

Job description

Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency in Microsoft Office Applications.

This is a critical role that ensures high customer satisfaction and adherence to internal policies. A Bachelor's degree is required, and applicants must demonstrate a proactive attitude and attention to detail.