Client Onboarding Sr. Analyst

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Job Overview

Client Onboarding Sr. Analyst is a developing professional
role which serve as primary contact point for clients and Front Office regarding account maintenance request and data updates. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.

Key Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills

• Focuses on timely and accurate delivery of all account maintenance functions, as well as delivering superior customer service and resolution of customer issues. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.

• Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.

• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.

• Understands client requirements and implement them correctly, ensure adequate support to new customer requirements and initiatives.

• Monitors customer satisfaction and service level and drive process changes, providing innovative solutions to clients.

• Has the ability to operate with a limited level of direct supervision, and can exercise independence of judgement
  and autonomy.

• Maintains a strong culture of risk and controls in the team through various processes and check points.

Requirements:

• 7-10 years of experience in Documentation review, Account Maintenance and Client contact in Financial Institutions.

• Proficient knowledge of English (written and spoken).

• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.

• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment.

• Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.

• Proficient in Microsoft Office Applications. Exposure to Client interaction

• Consistently demonstrates clear and concise written and
  verbal communication skills.

• Proficient in handling urgent and escalation cases and
  manage client and internal team expectations.

• Bachelor’s/University degree or equivalent experience.

Benefits:

• Competitive salary connected with annual salary review and discretionary annual performance bonus

• Management supporting balanced and agile work (flexible working hours, home office)

• Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)

• Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)

• Discounts on Citi Handlowy products (bank account, credit cards, loans etc.)

• Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with

• Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas.

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Job Family Group:

Private Client Coverage

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Job Family:

Client Onboarding

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Time Type:

Full time

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Primary Location Full Time Salary Range:

165 020,00 zł - 280 980,00 zł

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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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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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