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Client Onboarding Lead
1 week ago
- 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, account maintenance, 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.
