Client Onboarding Specialist

Responsibilities:

Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client.
Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions.
Partner with internal teams to ensure regulatory reviews on all clients are performed.
Ensure all client review materials are in place and completed.
Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
Participate in initiatives to improve the client and account management process.
Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
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:

Previous, client facing, middle office or operations financial services experience.
Some knowledge of capital market products.
Consistently demonstrates clear and concise written and verbal communication skills
Self-motivated and detail oriented
Spoken and written foreign language skills a plus.

Education:

Bachelor’s/University degree or equivalent experience

Client Onboarding Senior Client Advocate

The Client Onboarding Sr Client Advocate accomplishes results through ensuring excellent client service is being delivered, and advocate to ensure our Service guidelines are being adhered to. The successful incumbent will be responsible for ensuring that leading indicators are being adhered to as part of a proactive means of maintaining a high level of service, and providing a root cause analysis when there has been a degradation and communicating this message to our senior stakeholders as well as clients.

Developed communication and diplomacy skills are required in order to guide, influence others, in particular colleagues in other areas and external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area.

Responsibilities:

Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients.
Performs day to day oversight of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy.
Supports the motivation of staff through constant interaction with the team.
Responsible for trend analysis given from Voice of the Client feedback
Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
Maintains a culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results.
Engages in project planning. Develops training content, training materials, trackers for the migration.
Supports training for new staff. Develops job descriptions for hiring. Manages subordinate supervisors and project staff. Manages occasionally complex and variable issues with significant departmental impact.
Responsible for customer interaction, documentation issuance, review and system setups.
Demonstrates high level of diligence, motivation and organizational skills.

Qualifications:

Excellent interpersonal communication skills. Able to communicate with internal and external business partners.
7+ years in direct institutional client experience
Previous mgmt. experience required
Consistently demonstrates clear and concise written and verbal communication skills.
Demonstrated Project management skills.
Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour /shift / over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice.
Proficient knowledge of English (written and spoken).

Education:

Bachelor’s/University degree or equivalent experience

Client Onboarding Manager

Channel Key

Company Overview: Channel Key is a fast-growing tech enabled eCommerce agency that helps brands and manufacturers maximize their revenue, profit, and brand control on Amazon. We are looking for talented individuals that are growth-minded and want to work in a fast-paced remote work environment serving amazing consumer brands.

We are looking for a detail oriented multi tasker that can think strategically and has a passion for delivering top-level service. The individual must posses the candor to have effective conversations; have excellent project management and organizational skills; and can work independently in a demanding environment.

Channel Key has built a culture upon 6 KEY values:

Own Everything
Positivity Is a Choice
Passion For Growth
Root The Problem
Adapt Daily
Honest Communication

We embody these values not only in our service, but in everything we do. We only seek team members who care about people, culture, and want to work for a company that mandates a fun and positive work environment.

Essential Duties and Responsibilities:

Own the client onboarding process

Continually develop, refine, own and execute the Client On-boarding process

Manage, lead, and hold accountable, a team of onboarding specialists

Have a deep understanding of all the tools CK offers and how the Amazon platform works

Maximize interdepartmental communication

Project manage and trouble shoot in process and ad hoc Client issues

Successfully transition Clients from the Sales Process/team to the Daily Account Management Team

Assist with collateral development for Onboarding Process

Deliver on Client promises and deadlines and set/manage Client expectations

Complete specific research projects

Own the average Days in On-boarding KPI

Develop systematic processes for capturing onboarding changes and implementation

Requirements/Qualifications:

Organizational and time management skills

3+ years’ experience in Project Management

1+ years’ experience in Amazon Seller or Vendor Central preferred

PMP and/or Lean Six Sigma Black Belt preferred

Bachelor’s Degree or equivalent experience

Excellent writing and verbal communication skills

Proficient in PC operations, G-Suite, and Microsoft Suite

Strong business analysis skills

Ability to quickly navigate online retail websites and marketplaces

Strong knowledge of retail and/or e-commerce

Ability to manage multiple projects and shift priorities

Ability to effectively manage relationships, have tough conversations

Must pass a background check

Supplemental Pay:

Bonus pay
Commission pay

Experience:

Amazon Seller and/or Vendor Central: 1 year (Required)
Project management: 1 year (Preferred)

Work Location:

Fully Remote

Paid Training:

Management:

Key Leader

This Job Is Ideal for Someone Who Is:

People-oriented — enjoys interacting with people and working on group projects
Adaptable/flexible — enjoys doing work that requires frequent shifts in direction
Detail-oriented — would rather focus on the details of work than the bigger picture