Client Onboard Intermediary Analyst - Officer

Citi Handlowy

Beijing, China
On-site
Customer interaction and documentation
Account opening and maintenance
Timely and accurate delivery
Citi Handlowy is seeking a Client Onboard Intermediary Analyst to support account opening processes in their Beijing and Shanghai locations. The ideal candidate will possess strong analytical and communication skills with a background in documentation review and account maintenance, aiming to deliver exceptional customer service

Job Summary

  • Responsible for customer interaction, documentation issuance, review and system setups, demonstrating high level of diligence, motivation and organizational skills.
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
  • Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Client Onboard Intermediary Analyst to support account opening processes in their Beijing and Shanghai locations. The ideal candidate will possess strong analytical and communication skills with a background in documentation review and account maintenance, aiming to deliver exceptional customer service.

Skills & Requirements

Must-have

  • Customer interaction and documentation
  • Account opening and maintenance
  • Timely and accurate delivery
  • Risk management and controls
  • Client relationship management

Nice-to-have

  • Innovative solutions for clients
  • Continuous on the job training
  • Pro-active team player

Key Requirements

  • 2-5 years of experience
  • Documentation review experience
  • Account maintenance experience
  • Cash products experience preferred
  • Proficient in Microsoft Office Applications
  • Proficient knowledge of English

Work Rights

Not specified

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