Client Onboarding Analyst

We're seeking a Client Onboarding Analyst to join our team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients.

If you are looking for a position what can give you a professional career boost,  then this is the right place for you!

Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement. Drive seamless client onboarding and shape the future of client relationships! Apply now!

What You’Ll Do:

• Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance.
• Provide outstanding customer service and resolve client inquiries with expertise and efficiency.
• Support, understand and implement client requirements. Monitor customer satisfaction and service level and drive process changes, provide innovative solutions to clients.
• Manage daily account opening and maintenance activities, ensuring accuracy and adherence to regulatory requirements.
• Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients, while ensuring excellent customer service and a smooth process
• Participate in projects within the account services space, collaborating effectively with cross-functional teams.
• Promote a strong risk management culture and ensure regulatory compliance

What We'Re Looking For:

• Bachelor’s/University degree
• Advanced level of English (written and spoken) as you will have a direct contact with our clients
• 0-2 years of experience in roles, such as Client Onboarding, Custody,  Treasury and Trade-related position, Client Documentation Review, Account Maintenance,  Customer Due Diligence, AML, KYC.
• Excellent interpersonal and communication skills as you will directly interact with large institutional clients and regulators
• Good time management skills,
• Strong analytical and problem-solving skills, with a keen eye for detail.
• Good understanding of finance
• Availability to work during North America Working Hours

What we can offer you

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

• Private Medical Care Program
• Life Insurance Program
• Pension Plan contribution (PPE Program)
• Paid Parental Leave Program (maternity and paternity leave)
• Holiday Allowance
• Sport Card + Sport and team recreation activities
• Access to an array of learning and development resources
• A discretional annual performance related bonus

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

• If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
• View Citi’s EEO Policy Statement and the Know Your Rights poster.