Client Onboard Intermediate Analyst at Citi

Warsaw, Masovian Voivodeship, Poland -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

17 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Documentation Review, Account Maintenance, Customer Interaction, Risk Management, Communication Skills, Team Collaboration, Process Compliance, Problem Solving, Detail Orientation, Microsoft Office Proficiency, Independent Judgment, Proactive Approach, Time Management, Fast Learner, Service Efficiency

Industry

Financial Services

Description

Manage end-to-end client onboarding processes, including customer interaction, documentation, system setups, and account opening/maintenance. Ensure timely and accurate delivery of all account opening functions, meeting or exceeding customer expectations and service level agreements. Establish and maintain strong, collaborative relationships with clients and internal cross-functional teams to facilitate efficient communication and issue resolution. Develop and implement new work procedures, analyzing complex and variable issues to optimize departmental impact and service efficiency. Ensure full compliance with internal processes, regulations, policies, and guidelines, actively contributing to risk management practices. Act as a Subject Matter Expert (SME) to senior stakeholders and team members, providing guidance and supporting continuous knowledge development. Proactively assess and mitigate risks in all business decisions, safeguarding the firm's reputation and assets through ethical judgment and compliance. Operate with a limited level of direct supervision, exercising independent judgment and autonomy in managing daily tasks and departmental objectives. 2-5 years of experience in documentation review, account maintenance, and related cash products. Bachelor's/University degree or equivalent practical experience. Exceptional written and verbal communication skills, including proficiency in English, for effective stakeholder and client interaction. Proven ability to work independently and as a proactive team player in a dynamic environment. Highly motivated, detail-oriented, and capable of prioritizing tasks effectively in a high-volume, time-sensitive, and high-risk setting. Proficiency in Microsoft Office Applications and demonstrated exposure to client interaction. A fast learner, eager to acquire comprehensive end-to-end product knowledge across multiple offerings. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Responsibilities

Manage end-to-end client onboarding processes and ensure timely and accurate delivery of all account opening functions. Establish strong relationships with clients and internal teams to facilitate communication and issue resolution.