Citigroup, Inc

Client Onboarding Manager- Assistant Vice President

Citigroup, Inc • $88K — $132K *
Toronto, ON M3C 0E3In-Person
Business Services
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 3-7 years experience in project management
  • Fluency in English & MANDARIN for Asia client support
  • Strong organizational knowledge and cross-functional teamwork
  • Excellent communication and presentation skills
  • Project Management Certification (PMI preferred)

Responsibilities

  • Lead the implementation of CCB deals using project management methodologies
  • Oversee all end-to-end client onboarding activities
  • Support clients with technical queries and setup
  • Coordinate with various departments for client deal delivery
  • Develop tailored project plans for client requirements
  • Identify opportunities for process improvements and enhancements
  • Maintain ongoing communication and navigate critical issues with clients

Benefits

  • Comprehensive training and development programs
  • Opportunities for career advancement
  • Access to a global network of resources and support
  • Dynamic working environment in a leading global bank
  • Health and wellness initiatives
Full Job Description
Responsibilities:
  • To lead the implementation of all CCB deals in line with project management methodology and have end to end management of dedicated client deal portfolio enhancing the client on-boarding experience.
  • Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex account opening, product, and technical onboarding deals). Ensure the solution meets the clients expectations and is line with contractual obligations and agreements
  • Support client through their Onboarding journey - responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production.
  • Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery.
  • Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects. Closely manage the expectations of the client organization.
  • Develop and maintain a customized project plan tailored to client's requirements, outlining deliverables, milestones, critical path items and actions
  • Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in "best practices" collateral.
  • Continuously reduce aging/cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for "on hold" and slow moving deals.
  • Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.
  • Lead meetings and coordinate activities of the cross-organizational implementation teams
  • Maintain solid relationships with key client and internal stakeholders
  • Partner with the client to escalate and manage critical issues to resolution.
  • Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders
  • Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
  • Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements
  • 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:
  • 3-7 years of experience in project management
  • Fluency in English & MANDARIN is a must as role will be dedicated to support clients from Asia
  • Wide organizational knowledge and cross-functional team work experience to deliver multi-work stream projects. Communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees). Excellent Leadership skills; ability to promote team building and develop partnerships with other teams. Ability to analyze and solve complex problems; advanced influence skills
  • Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills to coordinate & lead projects. Excellent written and verbal communication skills with proficiency in managing emails. Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner, ability to work under time pressure and manage different time zones.. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
  • Project Management Certification by a reputable organization (i.e. PMI) is preferential or diploma in business/economics.

Job Family Group:
Customer Service

Job Family:
Institutional Client Onboarding

Time Type:
Full time

Primary Location Full Time Salary Range:
$88,240.00 - $132,360.00

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

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Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

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Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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