Client Account Officer

2 weeks ago

Montréal, Canada Citi Full time

The Client Account 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, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities**: Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes. Process account opening or maintenance requests in a timely manner Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners Ensure all documentation received is current, accurate and complete. Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing Provide the highest level of customer service and teamwork to Banking teams and other internal partners Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible **Qualifications**: 0-2 years relevant experience Licensing (Series 7, 63 and 65 or 66) beneficial but not required Self-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and written communication skills Demonstrated interestin the fields of operations and compliance **Education**: Bachelor's/University degree or equivalent experience Job Descriptions/ Postings Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply. -------------------------------------------- - **Job Family Group**: Private Client Coverage -------------------------------------------- - **Job Family**: Client Onboarding ------------------------------------------------- - **Time Type**: ------------------------------------------------- - Citi 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

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