20件の東京都でのclient onboardingのおすすめの求人

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Job Overview

Position Objective/Purpose/Background

This position is a client facilitation manager role that works with and support Markets Sales to improve client experience.

Support actively sales and contribute to improving the relationship between the entire company and its customers. (Client Experience)
Work with Client Specialist to provide the necessary support for our sales activities, as well as deal with negotiations with customers

Key Responsibilities

Enhance client service levels by providing focused service to Markets Japan Sales client

Drive document negotiations with these clients, and accordingly reduce overall backlogs.
Create greater transparency around Credit/Legal requirements in documents, working closely with Sales and RMs
Manage to make the new client / account onboarding as well as KYC / AML process timely and efficient by working together with the relevant Ops and ICRM colleagues
Drive the Markets Japan wide project to review and improve the new client / account onboarding process as well as KYC/AML requirements / policies /procedures / templates to achieve the Sales and Client Experience

Drive Firm policy for documentation/ credit initiatives to manage Citi risk profile while balancing the client relationships

Develop themes for client documentation exception requests, and identify streamlined escalation solutions
Identify best practices through our analysis of competitive pressures/trends

Job Family Group:

Institutional Sales

Job Family:

Institutional Sales Support

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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Job Overview

Support actively sales and contribute to improving the relationship between the entire company and its customers. (Client Experience)

Work with Client Specialist to provide the necessary support for our sales activities, as well as deal with negotiations with customers

Enhance client service levels by providing focused service to Markets Japan Sales client

Drive document negotiations with these clients, and accordingly reduce overall backlogs.

Create greater transparency around Credit/Legal requirements in documents, working closely with Sales and RMs

Manage to make the new client / account onboarding as well as KYC / AML process timely and efficient by working together with the relevant Ops and ICRM colleagues

Drive the Markets Japan wide project to review and improve the new client / account onboarding process as well as KYC/AML requirements / policies /procedures / templates to achieve the Sales and Client Experience

Drive Firm policy for documentation/ credit initiatives to manage Citi risk profile while balancing the client relationships

Develop themes for client documentation exception requests, and identify streamlined escalation solutions

Identify best practices through our analysis of competitive pressures/trends

Job Family Group:

Job Family:

Time Type:

Most Relevant Skills

Other Relevant Skills

東京都の求人 client onboarding 件