Client Onboard Intermediate Analyst

The Client Onboard Intermediate Analyst is a developing professional role responsible for managing complex client onboarding processes, demonstrating strong analytical and communication skills to ensure seamless service delivery and compliance. This role requires independent problem-solving, attention to detail, and the ability to integrate specialized knowledge with industry standards.

Responsibilities

• Manage end-to-end client onboarding processes, including customer interaction, documentation, system setups, and account opening/maintenance.
• Ensure timely and accurate delivery of all account opening functions, meeting or exceeding customer expectations and service level agreements.
• Establish and maintain strong, collaborative relationships with clients and internal cross-functional teams to facilitate efficient communication and issue resolution.
• Develop and implement new work procedures, analyzing complex and variable issues to optimize departmental impact and service efficiency.
• Ensure full compliance with internal processes, regulations, policies, and guidelines, actively contributing to risk management practices.
• Act as a Subject Matter Expert (SME) to senior stakeholders and team members, providing guidance and supporting continuous knowledge development.
• Proactively assess and mitigate risks in all business decisions, safeguarding the firm's reputation and assets through ethical judgment and compliance.
• Operate with a limited level of direct supervision, exercising independent judgment and autonomy in managing daily tasks and departmental objectives.

Requirements

• 2-5 years of experience in documentation review, account maintenance, and related cash products.
• Bachelor’s/University degree or equivalent practical experience.
• Exceptional written and verbal communication skills, including proficiency in English, for effective stakeholder and client interaction.
• Proven ability to work independently and as a proactive team player in a dynamic environment.
• Highly motivated, detail-oriented, and capable of prioritizing tasks effectively in a high-volume, time-sensitive, and high-risk setting.
• Proficiency in Microsoft Office Applications and demonstrated exposure to client interaction.
• A fast learner, eager to acquire comprehensive end-to-end product knowledge across multiple offerings.
• Demonstrated ability to handle urgent issues and escalations, effectively managing expectations of both clients and internal teams.

  We offer:

  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)

  · Employee Assistance Program

  · Paid Parental Leave Program (maternity and paternity leave)

  · Sport Card

  · Holidays Allowance

  · Sport and team recreation activities

  · Special offers and discounts for employees

  · Access to an array of learning and development resources

  · A discretional annual performance related bonus

  · A chance to make a difference with various affinity networks and charity initiatives

  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.

  
  #LI-DP2

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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.

 

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