Client Onboarding Specialist

6 days ago


Jakarta, Indonesia Citi Full time

**Responsibilities**:

- Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
- Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
- Provides response to client and internal inquiries.
- Prepares documentation for archiving.
- Applies appropriate bank’s regulations while processing the requests.
- Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
- Documents operation procedure updates.
- Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
- Verification and authorization of data entered in the systems.
- Ensures all queries are dealt with in an efficient and timely manner.
- Escalates urgent / risk issues through the appropriate escalation channels.
- Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
- Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
- Ensures high levels of client satisfaction through strong product, process and client knowledge. Identifies and suggests process improvements.
- Assists in the implementation of validated process improvements.
- Understands procedures and controls for operational processes. Supports Manager with quality assurance process. Understands procedures and controls for operational processes. Performs within departmental procedures and compliance standards in order to minimize losses.
- Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems.
- Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function.
- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.**Qualifications**:

- Previous experience in financial services preferred.
- Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
- Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. 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 timeCiti 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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting



  • Jakarta, Indonesia Carbonate Pte Ltd Full time

    **Responsibilities**: - Conduct quality training sessions with clients to help them onboard with the products/software - Provide excellent customer service for clients - Work closely with other departments to establish critical goals, or other KPIs and aid the clients in achieving their goals - Develop and maintain good customer relations to actively...


  • Jakarta, Indonesia UMAI Restaurants Solutions Full time

    CUSTOMER SUCCESS / ONBOARDING SPECIALIST Location: Bali, Indonesia UMAI is a software provider that helps restaurants to save time and increase revenues by automating manual tasks, minimize last-minute cancellations, upsell customers more effectively and provide more personalized service. We are one of the fastest growing F&B tech B2B companies in the...


  • Jakarta, Indonesia Citi Full time

    The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...


  • Jakarta, Indonesia Citi Full time

    The Asst Mgr - Client Onboard Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or...


  • Jakarta, Indonesia Citi Full time

    **Responsibilities**: - Processes client’s requests related to system set up including signatories’ updates and documentation lodgment. - Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes. - Provides response to client and internal inquiries. - Prepares...


  • Jakarta, Indonesia MUFG Bank, Ltd., Jakarta Branch Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...


  • Jakarta, Indonesia WebEngage Full time

    **About the role**: A strategic position that allows you to be the main point of contact for mid-market & enterprise clients overseeing all processes during the onboarding and implementation phase to maximize the ongoing relationship. As a Customer Onboarding Manager, it will be your reasonability to gather the requirements from some pretty senior-level...


  • Jakarta, Indonesia Vonage Full time

    **Vonage Mission**: Vonage is the emerging leader in the $100B+ cloud communications platform (CPaaS) market. Our Customers depend on our APIs and SDKs to connect with their customers all over the world, and rely on our contact centre and back office solutions to improve their interactions with end customers by ensuring quick and efficient engagement. As...


  • Jakarta, Indonesia FWD Insurance Full time

    PT FWD Insurance Indonesia (“FWD Insurance”), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia (“FWD Life”) as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of...


  • Jakarta, Indonesia Axpara Full time

    **Job description** Product and Client Support Specialist (Healthcare) The Specialist / Product and Client Support Specialist (Healthcare) is a key commercial role focused on delivering healthcare software solutions to customers and partners. This position collaborates with Sales and Product Management to meet customer needs. **Responsibilities** -...


  • Jakarta, Indonesia Gravel Full time

    Company Description Gravel is a technology company that makes it simple for you to find qualified and trustworthy construction workers. Since 2019, we have committed to making a difference through the power of technology for both our clients' projects and blue collar workers. We aim to solve quality labor shortages by democratizing access to blue collar...


  • Jakarta, Indonesia NTT INDONESIA TECHNOLOGY Full time

    The Client Success Specialist builds and maintains the client relationship to drive value for the client and increase lifetime value for NTT. As the primary post-sale point of contact for clients, they drive client-facing activity through NTT’s Client Success Management Charters of Adoption, Expansion, and Renewal. Acting as the clients’ trusted advisor...


  • Jakarta, Indonesia 99.co Full time

    **About us** We are looking for an experienced** Senior Client Success Specialist **to join our diverse team of people who are passionate about taking the real estate industry into the age of technology through innovation and a desire to solve its multitude of challenges. **What you'll do**: - Manage developer campaign (post sales - end to end) and make...


  • Jakarta, Indonesia LRI Invest Full time

    Description The Senior Client Relationship Manager will act as the new and existing client point of contact for all queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction. Actively managing client relationships with the client relationship team, achieving revenue targets and drive business P&L. Job...


  • Jakarta, Indonesia Maker Lab Full time

    Grounded in a talent-centric mindset, Maker Lab is a marketing agency designed to build decentralised technology-led agency teams, rooted in collaboration with clients from the ground up. Maker Lab’s cross-functional teams of multidisciplinary specialists are embedded into client teams across digital marketing competencies — from measurement & analytics...


  • Jakarta, Indonesia PT. Durian Pay Indonesia Full time

    Reviewing client profiles at onboarding to ensure conformity to minimum AML/KYC policy/ standards, producing client document requirements and due diligence analysis - Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them - Facilitate interaction...


  • Jakarta, Indonesia WebEngage Full time

    **About us**: WebEngage is a customer data platform and marketing automation suite that makes user engagement and retention simplified.A 10 year vintage rock solid SaaS play growing near-profitably on the back of great product and service experience. Offers a single dashboard solution to consumer companies to unify and analyse their customer data, engage...


  • Jakarta, Indonesia Pintar Full time

    **Who We Are**: Pintar is a workforce development platform focused on Southeast Asia. We offer online and hybrid university degree programs, certified short training courses, and enterprise learning and development solutions. **What you’ll do**: As a Client Solutions Manager (Enterprise), you will manage relationships with clients, including executing...


  • Jakarta, Indonesia 99.co Full time

    **About us** We are looking for an experienced** Client Success Specialist** to join our diverse team of people who are passionate about taking the real estate industry into the age of technology through innovation and a desire to solve its multitude of challenges. **What you'll do**: - Manage developer campaign (post sales - end to end) and make sure...


  • Jakarta, Indonesia AA International Indonesia PT Full time

    Liaising and networking with a range of stakeholders including clients, colleagues, suppliers and partners - Communicating with target clients and managing clients relationships; - Demonstrated ability to employ new ideas, concepts, and methods. - Maintaining and updating clients databases. - Visiting clients, preparing and giving presentations including to...