The Client Onboarding Supervisor provides leadership and supervisory responsibility for a small team of clerical/support employees. Delegates and supervises straightforward tasks. Effectively recommends personnel actions such as hiring, discipline, performance evaluation, promotion, compensation adjustments and termination. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Ensures the quality and service of self and others. Good understanding of procedures and concepts within own technical/subject area. Good understanding of how the team integrates with others in accomplishing the objectives of the area. Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Has a direct impact on the business through the quality of the tasks/services provided. Quality and timeliness of service provided will affect the effectiveness of the team. Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance.
Responsibilities:
- Responsible for customer interaction, documentation issuance, review and system setups.
- Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
- Performs day to day management 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.
- Supports the motivation of staff through constant interaction with the team. Ensures team delivers as per service level agreements.
- Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
- Ensures a strong and robust processing environment with effective controls. Establishes risk management practice. Maintains a strong culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external).
- Exercises leadership and supervisory responsibility over Operations department.
- 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 0-2 years of experience preferred with corresponding supervisory experience
- Finance or economics education background
- Good interpersonal communication skills. Able to communicate with internal and external business partners.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Demonstrated Project management skill including financial cost management skills.
- Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
- 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.
- Proficient knowledge of English (written and spoken).
Education:
- Bachelor’s/University degree or equivalent experience
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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - CN-
Time Type :Full time-
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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