**Responsibilities**:
- Responsible for customer interaction, documentation issuance, review and system setups.
- Demonstrates high level of diligence, motivation and organizational skills.
- 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. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
- Monitors customer satisfaction and service level and drives process changes.
- Coordinates the efforts of a single team. Manages workflow within the department/function; entails managing volumes and ensuring work is handled efficiently, handles escalations prior to going to manager, may resolve non-routine or escalated issues.
- Manages projects relative to the group. Provides evaluative judgment based on analysis of factual information in complicated and unique situations.
- Responsible for training new hires and lower level staff; provides feedback and coaching to team.
- Resolves first level employee issues.
- Serves as the "technical expert", provide technical guidance to resolve problems.
- Provides manager with feedback for performance reviews, may write appraisals,



may participate in appraisals. Identifies and implements process improvements to enhance efficiencies.
**Qualifications**:
- 5-8 years experience in Institutional client onboarding and relationship management is required.
- Proficient English required.
- Finance or economics education background
- Strong knowledge of Citi Services and Citi Connect is essential.
- Good interpersonal communication skills. Able to communicate with internal and external business partners.
- Consistently demonstrates clear and concise written and verbal communication 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. 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.
**Education**:
- Bachelor’s/University degree or equivalent experience**Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting

📌 Citi: Client Onboarding Senior Analyst(Bilingual) (Ciudad de México)
🏢 Citi
📍 Ciudad de México