Responsible for customer interaction, documentation issuance, review and system setups, and account opening and maintenance processing within Citi’s Institutional Client Onboarding team.
Responsibilities
Customer interaction and documentation issuance
Review and system setups
Account opening and maintenance processing
Project management in account services
Ensuring compliance with internal processes and regulations
Requirements
Bachelor’s/University degree or equivalent experience
Work independently or with minimal support on reporting activities.
Use ERP systems effectively; SAP experience is desirable.
Prepare and review balance sheet account reconciliations.
Deliver high-quality balance sheet reconciliations with appropriate supporting documentation, clear commentary and a strong understanding of the underlying financial position.
Requirements
Business graduate / Masters in Commerce / MBA Finance or equivalent qualification.
Lead Finance & Accounting (F&A) service delivery for Banking & Capital Market (BCM) clients, ensuring adherence to SLAs, KPIs, and compliance requirements.
Act as a subject matter expert in BCM F&A processes including product control, legal entity control, liquidity management, and risk/regulatory reporting.
Partner with client CFOs, controllers, and senior finance stakeholders to identify operational challenges and implement effective solutions.
Collaborate with sales, solutioning, and consulting teams to support proposals, transformation programs, and deal pursuits.
Drive adoption of best practices, benchmarks, and process frameworks across client engagements.
Responsible for customer interaction, documentation issuance, review and system setups, and account opening and maintenance processing within the Institutional Client Onboarding team.
Responsibilities
Customer interaction and documentation issuance
Review and system setups
Account opening and maintenance processing
Project management in account services
Risk assessment and compliance
Requirements
Bachelor’s/University degree or equivalent experience
Handle member transactions, resolve issues, perform teller and account maintenance duties, and support compliance within a California-based contact center.
Responsibilities
Answer calls and direct members
Perform teller functions including deposits, withdrawals, loan payments
The Patient Service Representative (PSR) role at Prevea Health is responsible for welcoming, registering, and scheduling patients and/or visitors in a friendly and positive manner.
Responsibilities
Coordinate communication between patients, family members, medical staff, providers, and administrative staff via phone, in person, or through MyPrevea.
Obtain and confirm accurate demographic and insurance coverage information.
Route medical inquiries, complaints & messages to appropriate parties.
Assist patients and callers with financial inquiries, including policies, insurance, payments, and other financial needs.
Collect required payments, including co-payments, outstanding balances, and payments due at the time of service.
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