Client Onboarding Manager
Citi
full-time
Posted on:
Location Type: Hybrid
Location: Mississauga • Canada
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Salary
💰 $77,400 - $108,000 per year
About the role
- Responsible for customer interaction, documentation issuance, review and system setups
- Demonstrates high level of diligence, motivation and organizational skills
- To lead the implementation of low, medium and complex deals in line with project management methodology
- Manage dedicated client deal portfolio enhancing the client on-boarding experience
- Focuses on timely and accurate delivery of all account opening functions
- Deliver superior customer service and resolution of customer issues
- Management of the account opening and maintenance processing
- Ensuring account opening requirements are clearly defined
- Responsible for various types of project management in account services
- Managing cross-functional relationships with all teams
- Ensuring consistent delivery of high quality service to customers
- Establishing and maintaining close working relationship with clients and within team
Requirements
- 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
- Demonstrated interpersonal skills, pro-active team player but also able to work independently
- Exceptional written and verbal communication skills
- Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
- Capable of prioritizing and eager to learn multiple products in a challenging environment
- Fast learner, strong attention to detail, and willingness to go extra mile
- Proficient in Microsoft Office Applications
- Exposure to Client interaction
- Consistently demonstrates clear and concise written and verbal communication skills
- Proficient in handling urgent and escalation cases and manage client and internal team expectations
- Proficient knowledge of English (written and spoken)
- Japanese language proficiency a plus
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Documentation reviewAccount maintenanceProject managementCash productsClient interactionEnglish proficiencyJapanese language proficiency
Soft skills
Interpersonal skillsTeam playerWritten communicationVerbal communicationMotivationAttention to detailAbility to prioritizeAbility to work independentlyDiligenceOrganizational skills