Citi Client Documentation Services Officer in Hong Kong

  • Primary Location: HK,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17053717

Description

  • Monitor the day-to-day operations of account opening and client documentation services including both products and credit documentation in Hong Kong

  • Review and ensure all managed account opening application all in good order before sending to NY or London for account opening

  • Monitors usage patterns and recommends changes

  • Handle critical client information to ensure in line with policy requirement and timely delivery

  • Assist to provide on the job training to the teammates and conduct in-house training

  • Provide regular status updates and escalate necessary issues to Department Head. He/she will also have regular communications with different constituents including marketing, Credit, Legal and Compliance to understand and manage any concerns regarding quality of work and service standards

  • Liaising with External Lawyer on the creation of Mortgage, Redemption of mortgages and Registration of Charge, etc.

  • Ad hoc tasks as assigned by line manager

  • Project (CRS, PADD, Digital form and signature, etc.)

Qualifications

  • Minimum 2 years of successful banking track record in a Bank, preferably with at least 1 years in an Account Opening, Client Documentation Services and Account Maintenances experience

  • Strong commitment to quality user service and a desire to drive innovation and continuous process improvement initiatives