Client Onboarding Manager

Responsible for customer interaction, documentation issuance, review, and system setups.
Demonstrates high level of diligence, motivation and organizational skills.
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high-quality service to customers and internal partners.
Responsible for various types of project management in the account services space and managing cross-functional relationships with all teams.
Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy.
Supports the motivation of staff through constant interaction with the team. Encourages cross functional training for staffs to enrich their skill base.
Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid management positions. Ensures team delivers as per service level agreements.
Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients.
Ensures a strong and robust processing environment with effective controls. Establishes risk management practice. Maintains a strong culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external).
Develops performance matrices to track defects, productivity. Exercises leadership and supervisory responsibility over department.
Evaluates subordinates' performance and makes recommendations for staffing, pay increases, promotions, terminations, etc.
Determines hiring to ensure adequate staffing.
Recommends new work procedures with broader scope of impact. Deals with variable (occasionally complex) issues with substantial potential impact.
5-8 years of experience in documentation review, account Maintenance and related Cash products preferred.
Good interpersonal communication skills. Able to communicate with internal and external business partners.
Consistently demonstrates clear and concise written and verbal communication skills.
Demonstrated Project management skill including financial cost management skills.
Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts. Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators.
Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
Able to strive under pressure and covert opportunity from risk.
Should be open to working staggered hour /shift / over weekend and on public holidays.
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks, and the issues need to get addressed such cases should be raised to the senior's forum for appropriate action and advice.
Proficient knowledge of English (written and spoken).
• 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.
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
• Job Family Group
• Customer Service Job Family
• Institutional Client Onboarding Time Type
Full time Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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• Job skills required
• : Project Management, Risk Management, English, Compliance