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Client Onboarding Senior Analyst Assistant Vice President at Citi
Getzville, New York, United States -
Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Operations Management, Client Onboarding, Communication Skills, Leadership, Microsoft Office Suite, Multi-tasking, Attention to Detail

Industry

Financial Services

Description
Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Recommends new work procedures with broader scope of impact. Deals with variable (occasionally complex) issues with substantial potential impact. Directly impacts the area through shared responsibility for delivery of end results and contribution to planning, budget management and formulation of procedures; influences resource planning. 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. Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. 5-8 years of prior operations management/client onboarding experience Strong communication skills both written and verbal Leadership mentality Microsoft Office Suite proficiency Ability to multi-task while maintaining high level of attention to detail Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 24, 2025 ------------------------------------------------------
Responsibilities
The role involves evaluating complex issues and recommending new work procedures with a broader impact. Responsibilities include maintaining customer data and ensuring accurate settlement instructions across various systems.