Client Onboarding Senior Analyst

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.

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’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, 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're Looking For:

• Minimum 5 Years of experience in client facing roles in financial institute, such as Customer Service, Client Onboarding, Custody,  Treasury and Trade related position, Client Documentation Review, Account Maintenance,  Customer Due Diligence, AML, KYC.
• Advanced level of English (written and spoken) as you will have a direct contact with our clients
• Advanced level of French is preferred but not a must
• Bachelor’s/University degree
• 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, 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:

• Medical Insurance
• Life Insurance Program
• Pension Plan contribution (PPE Program)
• Employee Assistance Program
• Paid Parental Leave Program (maternity and paternity leave) 
• Holidays Allowance
• Sport and team recreation activities
• Access to an array of learning and development resources 
• Regular working hours  (8-4h, 9-5h) with home office opportunities (2 times per week)

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. 

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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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