Client Onboarding Documentation Analyst

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Do you have experience in a client-facing role?

Do you enjoy cooperation with stakeholders and clients, and is one of your main strengths attention to detail?

Would you like to continue your career in a global team where you can gain an overall view of how an investment bank works?

As a Client Onboard Analyst, you will monitor, assess, analyze, and/or evaluate processes and client data. Join our growing team, where you will support different countries, cooperate with internal compliance and product teams to support our clients worldwide.

Responsibilities:

• Deliver Exceptional Customer Service: Directly engage with customers, resolve their issues, and ensure their needs are met with high-quality service.
• Manage Account Operations and Documentation: Oversee and execute timely and accurate account opening and maintenance functions.
• Drive Project Initiatives: Lead and contribute to project management efforts within account services, collaborating across teams.
• Optimize Processes: Identify and implement new work procedures and analyze complex issues to improve operational efficiency.
• Ensure Compliance & Mitigate Risk: Uphold all internal policies, regulations, and ethical guidelines, actively assessing and managing risks.
• Build Strong Relationships: Foster effective communication and cultivate robust working relationships with clients and internal colleagues.
• Promote Continuous Improvement: Monitor customer satisfaction, drive process changes, and offer innovative solutions to clients.
• Commit to Learning: Continuously develop end-to-end product knowledge and understand evolving client requirements.

Qualifications:

• 1-2 years of experience in a similar, client facing role where strongattention to detail was also important
• Experience in Documentation review, Account Maintenance, Client Onboarding, Customer Services or Cash products is preferred but not a must
• Exceptional written and verbal communication skills in English, because we are delivering our services globally and we are dealing with high level stakeholders, clients internally and externally.
• Pro-active team player but also able to work independently,
• Ability to work in a structured, high volume, time sensitive, high-risk environment.
• Proficient in handling urgent and escalation cases and manage client and internal team expectations.
• Bachelor’s/University degree or equivalent experience

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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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