Client Onboard Intermediate Analyst

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Job Overview

The Client Onboarding Analyst is a developing professional role. Applies Project Management methodologies to assigned client-facing projects and contributes to the improvement of operational Client Onboarding processes. Requires in-depth understanding of how Product, Sales and Operational areas collectively integrate to provide solutions to clients. Requires good analytical skills to filter and prioritize multiple conflicting priorities. Evaluates complex and variable operational issues with potential impact to the client; weights various alternatives and elaborates actionable items to achieve completion of projects. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within team. Significant impact in terms of project and client sizes; must be able to influence decisions through advice, counsel, and subject matter expertise. 

Responsibilities:

• To lead the implementation of all Onboarding deals in line with project management methodology and have end to end management of dedicated client deal portfolio enhancing the client on-boarding experience. 
• Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex account opening, account maintenance, product, and technical onboarding deals). Ensure the solution meets the clients expectations and is line with contractual obligations and agreements 
• Support client through their Onboarding journey – responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production. 
• Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.  
• Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects. Closely manage the expectations of the client organization. 
• Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions 
• Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in “best practices” collateral. 
• Continuously reduce aging/cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals. 
• Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio. 
• Lead meetings and coordinate activities of the cross-organizational implementation teams 
• Maintain solid relationships with key client and internal stakeholders 
• Partner with the client to escalate and manage critical issues to resolution. 
• Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders 
• Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required. 
• Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements 
• 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 
• Cross-functional team work experience to deliver multi-work stream projects. 
• English language fluency in writing and speaking required, with English speaking interaction 95% of the time. 
• Strong communication and presentation skills.  
• Ability to promote team building and develop partnerships with other teams through influential skills. 
• Ability to analyze and solve complex problems. 
• Self-starter and ability to take initiative in driving projects forward. 
• Excellent organizational and planning skills.  
• Excellent customer interaction and management skills.  
• Negotiation and decision making/problem solving skills. 
• Ability to work under high-volume workload and prioritize in an effective manner. 
• Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank. 
• Project Management Knowledge is a plus. 

Education:

• Bachelor's/University degree or equivalent experience 

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

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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