Client Onboarding Analyst

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Job Overview

Drive seamless client onboarding and shape the future of client relationships!

Are you a highly motivated and experienced professional with a passion for delivering exceptional client service? Do you have experience in a similar role were you were dealing with client facing tasks besides documentation?

We're seeking a Client Onboarding Intermediate Analyst to join our growing team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients on a global level within and outside of EMEA. You will be responsible for engaging with both - clients and internal stakeholders, working directly with specific ‘top tier’ clients and their global treasury organizations.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. 

What you will 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.

• 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 matrices to track defects and productivity.

• Promote a strong risk management culture and ensure regulatory compliance

• Mentor and train junior team members

What we will need from you:

• 2-4 years of experience in client facing roles, such as Corporate Customer Service, Client Onboarding, Client Documentation Review, Account Maintenance,  Customer Due Diligence, AML, KYC.

• Experience in financial, banking sector is preferred

• Advanced level of English (written and spoken) as you will have a direct contact with our clients

• Excellent interpersonal, communication skills as you will directly interact with large institutional clients and regulators

• Good time and project management skills as we are dealing with multiple clients

• Strong analytical and problem-solving skills, with a keen eye for detail

• Demonstrated commitment to risk management and regulatory compliance.

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 (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)

• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates

• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates

• Employee Assistance Program financed by Employer

• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)

• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates

• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.

• Additional day off for volunteering

• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.

• Opportunity to receive an annual discretionary incentive award

• Special offers and discounts for employees

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.