Client On-boarding Specialist
6 hours ago
Job Title: Client On-boarding Specialist
Location: Tampa, FL
Pay Range: $40-$48/hr on contract
Work Authorization: W2
One of our Fortune 50 Financial Services clients is seeking Client On-boarding with knowledge and experience with client onboarding and account opening processes and experience with Agency & Trust products. If you are looking for a role in a dynamic team environment working with Sales, Admins, Ops, and Product teams, we encourage you to apply
What's in it for you?
· Hybrid schedule
· Great growth opportunity for early in career applicants
· Long term engagement
· 401k eligibility
· Comprehensive benefits
· Free upskill training
Qualifications:
- General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes. Experience with Agency & Trust products would be beneficial.
- Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product. Strong organization and time management skills expected with ability to prioritize accordingly.
- Proactive and able to operate independently with minimal management. Strong communication skills.
- Skilled with Excel and proficient with Microsoft Outlook and Word.
Position Description:
- Business Implementation and Onboarding Analyst. Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding. The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements.
- Reviewing potential new client profiles to determine the appropriate level of due diligence information required. Working with the Transaction Managers to complete account set-up, entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.
- Review received information for accuracy and submit the information to support teams for processing.
- Use internal Citi systems to process client information including required regulatory disclosures and help process annual reviews.
- Communicate directly with various support teams to ensure the accurate and timely completion of records. Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
· Free upskill training
Frequently Asked Questions:
- Benefits? Yes, provided by Experis
- Remote Workers? Hybrid
- Visa Sponsorship? USC or GC
- Corp-to-Corp? Not eligible
How to Apply:
For immediate attention please apply online
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