Reference Code: 12051001
Location: New Castle, DE, US
Education Level: Bachelor's Degree
- Provide customer service, documentation support and project management /coordination of global account opening solutions for global clients.
- Provide assistance in negotiation of contracts, terms and conditions etc., with the support of team Paralegal. Maintain account opening website to ensure accuracy. Compile corporate and legal documentation requirements from various countries. Provide those requirements to the Client and provide them the guidance necessary to complete those documents accurately and quickly.
- Work closely with internal business partners to ensure correct information is being provided to the client. Once completed documents are received, the Documentation Specialist will complete the transaction timely and confirm completion with the client.
- Interact with Account Managers, Implementations, Service and Management on daily activities.
- Work with Legal Department in the event a Client wishes to negotiate documentation requirements.
- Collaborate with internal teams to optimize processes and build relationships with our partners.
- Assist in the analysis of training needs. Prepare and deliver training materials relevant to all account opening and maintenance transactions.
- Support strategic initiatives and projects. Leverage skills to be an active, valued member to projects.
- Candidate should be able to work under tight deadlines with various internal parties in order to ensure timely execution of Client requests. Qualifications
- Bachelor's Degree or equivalent in related work experience
- 5+ years of customer/client facing experience in a Financial Institution or related industry
- 1+ year of documentation specialist experience
- 1+ year of previous knowledge of Global documentation processes
- MS Office proficiency in: Word, Excel and MS Access a plus
- Previous experience dealing with top premium clients
- Previous project management and process improvement skills desired
Citi is today's pre-eminent financial services company and was built to create a highly diversified financial services company that could...