- Cost Management
- Process Improvement
- Team Management
Client Onboarding Manager
Location: APAC-HKG-Hong Kong-Hong Kong
Client Onboarding Manager
Overview of Role:
This position is responsible to manage the Treasury & Trade Solutions Account Services Operations team and ensure daily delivery to our clients.
Team Management :
Governance oversight and review to ensure the outsourced Service Provider are performing including monitoring of aging report and MIS etc.
Oversee day-to-day operational tasks in Account Opening and Account Maintenances including but not limited to end to end activities from the time the documents are received into Citi counters to the time they are lodged excluding the document review and system set-up which are being managed at CSCs
Ensure consistent delivery of high quality services to Customer/CSCs through meeting or exceeding expectation guided by the Service Level Agreement, and efficiency/accuracy standards
Partner effectively withCSCs, multiple Business and Operations teams to provide for our client needs and deliver positive client experience
Support and cultivate a “Service Excellence” culture among the team members
Monitoring timely scanning, end of day reconciliation and resolving any issues arising during reconciliation to maintain customer satisfaction.
Lead and participate in various projects related to Account Services, inclusive of Regional Account Services Team for the reporting and any adhoc request required and other miscellaneous tasks that are required
Risk and Control:
Review of process notes and procedure manuals to ensure they are aligned with our policy and requirement where needed
Participation of annual COB testing and submission of the results
Awareness and full compliance of Account Services Operations process, regulations, policies, guidelines, procedures, and practices
Give suggestions or participate in process improvements and cost improvement initiatives
Rollout and support process changes / automation initiatives driven to deliver higher productivity, enhanced risk and controls and noteworthy client experience
- University graduate with a minimum of 5 years relevant working experience in Account Services or related operations
- Strong command of spoken and written English, Cantonese, Mandarin
- Able to interact confidently with people at all levels of the management
- Strong time management and organizational skills
- Ability to manage teams and partners.
- Ability resolve and escalate relevant issues
- High problem solving and analytical skills
- Strong team player with excellent interpersonal skills
|Career Level||Intermediate (3-6 years)|
|Language||English, Cantonese, Mandarin (Putonghua)|