The Client Onboard Rep performs a variety of assignments with limited complexity. Most of the impact is related to the accuracy of tasks performed. Works under general supervision and established procedures. May service a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills. Understands how duties relate/integrate with others in the team/unit. Exchanges moderately complex information with others. Basic knowledge of the organization and its policies required. Applies experience and simple judgment to make decisions within defined options or standard protocols – follows through on issues. Able to evaluate and select the correct solution in order to complete the task at hand.

Responsibilities:

• Assists with the receipt, review, and lodgment of documentation for both client products.
• Execute the configuration in the Legacy Systems for registration or maintenance of customer data and accounts.
• Manages physical incoming and outgoing documents under all necessary controls.
• Scans and lodges documentation in the correct repository for clients.
• Owns and maintains documentation logs for E-2-E hand-off controls.
• Completes end to end reviews of all documents to establish validity of the documents and accept/reject based on that review.
• Maintains effective controls and ensure compliance with all processes and policies.
• Provides creative solutions to reduce errors and to ensure adherence to audit and control policies.
• Provides back-up coverage for team members and assist team members during high volume periods across all processes in unit.
• Utilizes technical knowledge in order to deliver quality service and achieve operation efficiency.
• Completes record creation to support processes.
• Maintains, updates/distributes the daily logs for all necessary teams.
• Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Previous experience in high-volume transaction environment preferred
• MS Office proficiency in Word, Excel and Web navigation. Ability to work independently in a fast-paced environment, deadline-driven environment. Possess effective verbal and written communication skills.
• Demonstrated ability to work through escalations, bringing in management as needed. Ability to work both individually and as a member of a team. Ability to adhere to Citi’s internal risk & controls policies and processes. Documentation knowledge preferred. Demonstrated ability to work under pressure. Consistently demonstrate ability to take on leadership role on the team. Allocate work to other members of the team. Ensure that all daily work and deliverables are completed timely, or that management is updated accordingly.

Education:

• High School diploma or equivalent

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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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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