Topaz Jones
Assistant Vice President, Client Onboarding @ Citi | Certified Leadership Coach, PCC
- Role
- Assistant Vice President, Client Onboarding at Citi
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
About Topaz Jones
I’m a leadership and coaching professional with over 14 years of experience helping…
Experience
Assistant Vice President, Client Onboarding
May 2022 — Present
Lead global onboarding meetings, ensuring seamless client onboarding across cash managementsolutions teams.• Develop and maintain customized project plans, meeting client requirements and surpassingexpectations.• Disciplined application of structured management throughout the onboarding life cycle, ensuringeffective control and timely delivery.• Successfully manage cross-functional teams, ensuring adherence to quality standards and on-timedelivery of projects.• Manage and coordinate Sales, Product Management, Client Services and Operations partners to ensureclient satisfaction - navigate bank on behalf of client, leveraging Citi\'s global resources and escalationchannels as required to ensure smooth delivery.• Ensure detailed and timely functional partner engagement leveraging-defined tools effectively,including tracking and communicating internally the status of complex deals.• Effective maintenance and communication of MIS and project metrics. Provide ongoing seniormanagement updates on KPI\'s.• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm\'sreputation, and safeguarding its clients and assets by driving compliance with applicable laws, rules, and regulations, applying sound ethical judgement regarding, conduct and business practices.
Education
National Personal Training Institute of Colorado
Kinesiology and Exercise Science
2008 — 2009
Life Purpose Institute Inc
Certificate, Life Coaching
FIDM
INTD, Interior Design
Skills
- Marketing
- Personal Development
- Entrepreneurship
- Athletic Training
- Social Media Marketing
- Powerpoint
- Personal Training
- Wellness Coaching
- Nutritional Counseling
- Endurance
- Small Business
- Microsoft Office
- Microsoft Word
- Fitness
- Team Building
- Event Management
- Public Relations
- Social Media
- Event Planning
- Coaching
- Toning
- Customer Service
- Nutrition
- Training
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