Client Onboarding Senior Analyst

We're seeking a Client Onboarding Senior 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
• Lead projects within the account services space, collaborating effectively with cross-functional teams.
• Develop and implement new work procedures and analyze complex issues to optimize efficiency and mitigate risk, reduce performance metrics to track defects and productivity.
• Promote a strong risk management culture and ensure regulatory compliance

What We're Looking For :

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 :

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.

Job Family Group : Customer Service

Job Family :

Institutional Client Onboarding

Time Type : Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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