Client Onboarding Analyst 1 (Mandarin Speaking)

Overview At Citi, we get to connect millions of people across hundreds of cities and countries every day. We have been doing it for more than 200 years through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. In this role The Client Onboarding Analyst is a team player role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. It requires a good understanding of how the team interacts with others in accomplishing the objectives of the area. The candidate makes evaluative judgements based on the analysis of factual information and resolves problems by identifying and selecting solutions through the application of acquired technical experience, guided by precedents. The role may involve direct communication with diverse audiences and has limited but direct impact on the business through the quality of tasks/services provided, with impact primarily on own job. Team members will be responsible for providing Account Services processing support for Asia Account Services Ops, involving the processing of Account Services products related to Account Opening / Closure, Maintenance, and Document Review, with an understanding of underlying Account Services documentation. Day-to-Day Responsibilities Processing standard Processing and authorizing day-to-day transactions as per local operating procedures for Corporate Accounts, including Account Opening and Account Maintenance requests. Delivering as per Service Level Agreement at all times; maintain service quality, deliver superior customer services and resolve customer issues to maintain customer satisfaction. Customer interaction, understanding customer requirements, documentation issuance and review, and system entries. Meet required productivity metrics set for the team. Ensure tracking, accurate and timely resolutions of issues and exceptions raised. Investigate and respond to client inquiries appropriately. Perform the dual roles of Maker and Checker independently with great attention to detail. Risk and Control Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures. Maintain performance metrics to track defects and productivity. Assist units with audit preparation and necessary actions for clean audit results. Migration and Project management Support/participate in new and ongoing projects/migrations and ensure a smooth cutover with minimized risks – internal and external. Assist in developing and maintaining training databases, training materials, and trackers for migrations. Support training for new staff; ensure training and parallel runs are well planned and executed without impact on delivery. Participate in cross-functional projects at unit level. Roll out and support process changes/automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls, and a better client experience. Revenue and Cost management Provide suggestions or participate in process improvements and cost-improvement initiatives. Team Management Ensure the team provides the best productivity to meet SLA targets. Motivate the team toward the business objective. Maintain the team’s performance metrics to track defects and productivity. Key Deliverables Processing of day-to-day transactions as per local operating procedures. Ensure service quality is maintained. Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures. Perform control-related activities to mitigate risk. Ensure the team provides the best productivity to meet SLA targets. Other Shift Timing: This will be either of 3 shifts and will be rotational on a bi-annual/annual basis. Saturday and Sunday will be weekly Off. Holidays will be as per the processing region. Qualifications and Skills As a successful candidate, you would ideally have the following skills and exposure: Bachelor’s/University degree or equivalent experience Previous experience in financial services preferred Knowledge of bank products in the scope of opening and maintaining bank accounts; customer communication experience (internal/external); knowledge of finance and banking Flexibility, team spirit, loyalty; high attention to detail; good PC skills (Excel, Word) Fluent in both written and spoken English Fluent in Mandarin is a must Ability to work under pressure and meet deadlines Amenable to work on shifting schedules This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Working at Citi is more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Take the next step in your career, apply for this role at Citi today. © Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. #J-18808-Ljbffr

Created: 2025-09-24