Custody Client Onboarding Analyst

Discover your future at Citi

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Job Overview

Are you looking for a career move that will put you at the heart of a global financial institution? Join our Custody Implementation Team.

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.

Team/Role Overview:

We're seeking a Custody Client Analyst to join our team. You will play an important role in ensuring a smooth and efficient onboarding experience for our clients as well as managing documentation repository for Custody. You will gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets.

What you will do:

• Manage documentation requests for our clients from repository perspective. Provide reporting and support for internal stake holders.
• Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance.
• Provide 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 and maintenance activities, ensuring accuracy and adherence to regulatory requirements.
• Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients, while ensuring excellent customer service and a smooth process.
• 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 metrics to track defects and productivity.
• Promote a strong risk management culture and ensure regulatory compliance.

What we will need from you:

• Advanced level of English (written and spoken) as you will have direct contact with our clients.
• 1-3 years of experience in roles such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Customer Due Diligence.
• Good interpersonal and communication skills as you will directly interact with institutional clients and regulators.
• Good time and project management skills as we are dealing with multiple clients.
• 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 Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)

• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates

• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates

• Employee Assistance Program financed by Employer

• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)

• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates

• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.

• Additional day off for volunteering

• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.

• Opportunity to receive an annual discretionary incentive award

• Special offers and discounts for employees

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.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

 #LI-EŁ1

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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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Primary Location Full Time Salary Range:

90 440,00 zł - 142 960,00 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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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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View Citi’s EEO Policy Statement and the Know Your Rights poster.