Client Onboard Intmd Analyst

Client Onboard Intmd Analyst - SAO PAULO Join to apply for the Client Onboard Intmd Analyst - SAO PAULO role at Citi . The Client Onboard Intmd Analyst is a developing professional role. It deals with most problems independently and has some latitude to solve complex problems. The role integrates in‑depth specialty area knowledge with a solid understanding of industry standards and practices. The analyst has a good understanding of how the team and area integrate with others in accomplishing the objectives of the sub‑function / job family. The position applies analytical thinking and knowledge of data analysis tools and methodologies. Required is a keen attention to detail when making judgments and recommendations based on the analysis of factual information. Typically, the analyst deals with variable issues with potentially broader business impact, applying professional judgment when interpreting data and results. The analyst breaks down information in a systematic, communicable manner and has developed communication and diplomacy skills required to exchange potentially complex or sensitive information. The role has a moderate but direct impact through close contact with the businesses' core activities, and the quality and timeliness of service provided will affect the effectiveness of the analyst's team and other closely related teams. Responsibilities Responsible for customer interaction, documentation issuance, review, and system setups, demonstrating high levels of diligence, motivation, and organizational skills. Focus on timely and accurate delivery of all account opening functions, delivering superior customer service and resolving customer issues. Perform day‑to‑day management of account opening and maintenance processing, including daily management of in‑process, pended, and service‑related activities, ensuring requirements are defined for all scenarios of account opening and maintenance, supporting high‑quality service to customers and internal partners. Manage various types of project management in the account services space and cross‑functional relationships with all teams. Determine new work procedures and analyze complex, variable issues with significant departmental impact. Ensure consistent delivery of high‑quality service to customers through meeting or exceeding expectations guided by service‑level agreements and efficiency/accuracy standards. Ensure awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. Establish and maintain close working relationships with clients and within the team to facilitate open and direct communication of issues, needs, queries, ensuring efficient, prompt, and professional responses. Embark on continuous on‑the‑job training for end‑to‑end product knowledge. Understand client requirements and implement them correctly. Understand new customer requirements and ensure adequate support and initiatives. Monitor customer satisfaction and service level and drive process changes. Provide innovative solutions to clients. Ensure a strong and robust processing environment with effective controls. Establish risk‑management practice and maintain strong culture of risk and controls through various processes and checkpoints. Operate with a limited level of direct supervision, exercising independence of judgement and autonomy. Act as SME to senior stakeholders and/or other team members. 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 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, with 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 prioritising and eager to learn multiple products. Fast learner, strong attention to detail, and willingness to go the extra mile. Proficient in Microsoft Office applications and exposed to client interaction. Consistently demonstrates clear and concise written and verbal communication skills. Proficient in handling urgent and escalation cases, managing client and internal team expectations. Proficient knowledge of English (written and spoken). Education Bachelor’s/University degree or equivalent experience. Job Family Group Customer Service Job Family Institutional Client Onboarding Time Type Full time Seniority level Not Applicable Employment type Full‑time Job function Information Technology Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr