Client Onboarding Junior Analyst (contract for 6 months, possible extension at Citi

Warsaw, Masovian Voivodeship, Poland -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Customer Service, KYC, Project Management, Documentation, Analytical Skills, Investigative Skills, Business Partnerships, Legal Environment, Communication Skills, Teamwork, Process Improvement, Fluent English, Additional Languages

Industry

Financial Services

Description

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in Citi’s Client Onboarding 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: The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for account opening, account maintenance, technical integration, and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. We are a team that is obsessed about providing a positive onboarding experience for our clients. As TTS Documentation Specialist you will be responsible for engaging with both clients and internal stakeholders as part of the Account Opening and/or Account Maintenance processes. You will be responsible for delivering on your own portfolio of client onboarding projects, working directly with specific ‘top tier’ clients and their global treasury organizations. This is a 6 months' assignment, after which there will be a possibility of contract extension, dependent on business needs. What you’ll do: Coordination and execution of the documentation process - document tailoring, issuance, validation, and execution for clients account openings across multiple jurisdictions. Ensure customer queries are answered in the most efficient way possible, acting as the clients Single Point of Contact and engage with Global partners where necessary to meet our client’s requirements Enhance the Client Experience and be the clients advocate in simplifying and improving our internal processes Attend regular conference calls with customers to provide updates on the account opening status for the completion of documentation as required Perform a complete review and due diligence of the documentation ensuring all Citi, Constitutive documents provided are in line with all legal and regulatory requirements Updating documentation and processing status in the inventory database as per clearly defined processes Own your client queries end to end using project management approach Co-ordinate and control special projects (mergers/acquisitions/tax payments etc.) where applicable What we’ll need from you: 1-2 years of relevant Corporate Customer Service/KYC/Financial Client Onboarding and/or Project Management experience Fluent English is mandatory Experience in a process driven, documentation or legal environment preferable Proven ability to establish and maintain business partnerships and client relationships Strong investigative and analytical skills Ability to work independently within a team environment Additional language knowledge of French/Hebrew/Russian would be an asset 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 ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Institutional Client Onboarding ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Responsibilities

The role involves coordinating and executing the documentation process for client account openings and maintenance. You will also enhance the client experience and manage your own portfolio of onboarding projects.