Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium
Client Onboarding Intermediate Associate Analyst at Citi
Getzville, New York, United States -
Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Diplomacy Skills, Customer Data Management, Regulatory Compliance, Escalation Management, Project Management, Detail Oriented, Microsoft Office, MS Excel

Industry

Financial Services

Description
Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Responsible for opening and maintaining customer sub-accounts or product pricing setups, and actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date. Liaises with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data. Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established. Verifies of all details of the client/product from a regulatory and control perspective for Institutional Client Accounts. Serves as escalation point for issues and complex processing. Involved in key projects for unit. Delivers project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work is being performed. 2-5 years relevant experience Consistently demonstrates clear and concise written and verbal communication skills Proficient in Microsoft Office with an emphasis on MS Excel Self-motivated and detail oriented Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------
Responsibilities
The role involves opening and maintaining customer sub-accounts and ensuring that customer/product data remains up to date. It also includes liaising with global operational teams and verifying client/product details from a regulatory perspective.