Check with seller Client Account Officer In NY Nyack

  • Location: Nyack, New York, United States

Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications
Process account opening or maintenance requests in a timely manner
Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners
Ensure all documentation received is current, accurate and complete.
Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
Provide the highest level of customer service and teamwork to Banking teams and other internal partners
Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible
Engage with technology to design, build, and test new or updated applications
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.

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