SENIOR CLIENT ONBOARDING SPECIALIST (S036)

Bebeeclient


The Client Onboarding Professional is a developing role. The job holder will apply Project Management methodologies to assigned client-facing projects and contribute to the improvement of operational Client Onboarding processes. Responsibilities: - To lead the implementation of all Onboarding 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 onboarding 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 clients 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 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 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 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.

trabajosonline.net © 2017–2021
Más información