Hybrid Client Onboarding Account Maintenance Specialist

at Citi

• Job title: Client Onboarding Account Maintenance Specialist
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $56,020 - $78,180 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Antonio, United States

About the role

• Client Onboarding Account Maintenance Specialist providing operations support for cash management at Citi. Managing documentation and maintaining client accounts in a hybrid work environment.

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.
• Ensuring account maintenance requirements are clearly defined to support all scenarios.
• Assist with performing financial, statistical, and operational studies.
• Research and interpret information, identify inconsistencies and make recommendations.
• Assist with performing feasibility analysis for process changes.
• Mentor lower level analyst and provide informal guidance and training to new team members.

Requirements

• 2-5 years of relevant cash management and financial services experience preferred
• Consistently demonstrate clear and concise written and verbal communication
• Proven analytical and critical thinking skills
• Demonstrated ability to build and cultivate partnerships across business regions
• Proven project management and leadership skills
• Bachelor's degree/University degree or equivalent experience.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.