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Job Overview:
The Client Service Intmd Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards.



Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:
- Act as the primary contact for Markets clients, will be responsible for onboarding communication and follow ups in terms of client documentation.
- Ensure proper client attention, not only for small and medium enterprises but also for Institutional clients.
- Leverages expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added products and client solutions for cross-sell opportunities.
- Provides input and decisions on Cash Management and Liability by consulting on policy compliance, operational constraints and service performance risk
- Responsibilities also include integrity of account opening / on-boarding activities and documentation, specifically for Regulatory, Know Your Customer (KYC) and Anti-Money Launderi

📌 Banamex Markets Client Support Associate (Ciudad de México)
🏢 Citi
📍 Ciudad de México