Client Account Officer
Company: Citi
Location: Fremont
Posted on: January 11, 2021
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Job Description:
The Client Account Sr. Analyst is a seasoned professional role.
Applies in-depth disciplinary knowledge, contributing to the
development of new techniques and the improvement of processes and
work-flow for the area or function. Integrates subject matter and
industry expertise within a defined area. Requires in-depth
understanding of how areas collectively integrate within the
sub-function as well as coordinate and contribute to the objectives
of the function and overall business. Evaluates moderately complex
and variable issues with substantial potential impact, where
development of an approach/taking of an action involves weighing
various alternatives and balancing potentially conflicting
situations using multiple sources of information. Requires good
analytical skills in order to filter, prioritize and validate
potentially complex and dynamic material from multiple sources.
Strong communication and diplomacy skills are required. Regularly
assumes informal/formal leadership role within teams. Involved in
coaching and training of new recruits Significant impact in terms
of project size, geography, etc. by influencing decisions through
advice, counsel and/or facilitating services to others in area of
specialization. Work and performance of all teams in the area are
directly affected by the performance of the individual.
Responsibilities: Responsible for ensuring a quick and seamless
onboarding and account opening experience for our clients. Our
ultimate goal is to exceed our clients? expectations by constantly
innovating to improve the onboarding and account opening processes.
Onboard new client relationships and additional members by
completing client risk profiles and process relationship updates
using Citi onboarding applications Process account opening or
maintenance requests in a timely manner Liaise with downstream
partners until requests are completed and maintain constant
communication with banking team partners Ensure all documentation
received is current, accurate and complete. Partner with
KnowYourClient (KYC) Teams, the Account Opening division, and other
product partners to ensure expedient, efficient and seamless
processing Provide the highest level of customer service and
teamwork to Banking teams and other internal partners Continuously
innovate by analyzing our onboarding processes and systems to
ensure we are as efficient and effective as possible Engage with
technology to design, build, and test new or updated applications
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 of experience Licensing (Series 7, 63 and 65 or 66)
beneficial but not required Self-motivated, proactive, and eager to
improve existing processes Extremely detail oriented Excellent team
player Strong ability to multi-task, prioritize, and work well
under pressure Strong verbal and written communication skills
Demonstrated interestin the fields of operations and compliance
Education: Bachelor's/University degree or equivalent experience
Grade : Time Type : Citi is an equal opportunity and affirmative
action employer. Minority/Female/Veteran/Individuals with
Disabilities/Sexual Orientation/Gender Identity. Citigroup Inc. and
its subsidiaries ("Citi?) invite all qualified interested
applicants to apply for career opportunities. 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 CLICK HERE. To
view the "EEO is the Law" poster CLICK HERE. To view the EEO is the
Law Supplement CLICK HERE. To view the EEO Policy Statement CLICK
HERE. To view the Pay Transparency Posting CLICK HERE.
Keywords: Citi, Fremont , Client Account Officer, Other , Fremont, California
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