Client Implementations Manager

3 days ago


Sydney, New South Wales, Australia Citi Full time
Job Summary

Citi is seeking a highly skilled and experienced Senior Client Onboarding Manager to join our team. As a key member of our Institutional Client Onboarding department, you will be responsible for managing a team of professionals and contributing to the development of standards and processes within the sub-function.

Key Responsibilities
  • Manage customer interactions, documentation issuance, review, and system setups to ensure timely and accurate delivery of account opening functions.
  • Develop and implement high-level project plans, including cost management, to drive business objectives and minimize risks.
  • Collaborate with cross-functional teams to identify and develop new work procedures, analyze complex issues, and implement process improvements.
  • Lead the planning and hiring of team members, provide coaching, development, and performance evaluations, and ensure a culture of risk and controls within the team.
  • Monitor customer satisfaction, service levels, and process changes to drive business growth and ensure a robust processing environment with effective controls.
  • Develop and maintain performance matrices to track defects, productivity, and audit results, and ensure clean audit results.
  • Engage in project planning, including cost management, and develop training content, materials, and trackers for the migration.
  • Support training for new staff, develop job descriptions for hiring, and manage subordinate supervisors and project staff.
  • Evaluate subordinates' performance and make recommendations for pay increases, promotions, terminations, etc.
Requirements
  • 6-10 years of experience in documentation review, account maintenance, and related cash products.
  • Bachelor's degree in finance or economy.
  • Good interpersonal communication skills, with the ability to communicate with internal and external business partners.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Demonstrated project management skills, including financial cost management skills.
  • Advanced execution skills in a multi-tasking mode, with 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.
  • Proficient knowledge of English (written and spoken).
Education
  • Bachelor's/University degree or equivalent experience, potentially Masters degree.


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