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Client Onboarding Analyst (Fund Services Change)

Job Req Id:
25882383
Location(s):
Warsaw, Poland
Job Type:
On-Site/Resident
Posted:
Jul. 30, 2025

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Job Overview

The Client Onboarding Analyst role is within the Fund Services Change Team which covers Fund Accounting, Middle Office and Transfer Agency.

Responsibilities:

  • Responsible for the onboarding of new business to the Citi Fund Services platforms. This includes supporting Business Growth for existing clients and new Client Onboarding
  • Work directly with Institutional Clients to assess and understand requirements, plan and implement the project
  • Creation and maintenance of Project Artifacts to support the project execution and meet Citi governance requirements
  • Work directly with Operations to ensure implementation is in line with Citi standard operating models and risk and control framework
  • Collaborate with wider Fund Services Change team to solution requests from client if required
  • Co-ordinate onboarding runbooks to ensure all activities are completed accurately and on time


Requirements:

  • 6-10 years relevant experience
  • Prior industry experience
  • Fully knowledgeable on the day-to-day activities of a product or process; Basic understanding of the firm's different businesses and the related economics ; Individual is expected to be subject area expert in one (or more) specific skill sets
  • Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives

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Job Family Group:

Operations - Core

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Job Family:

Operations Project Management

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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.

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