Client Onboarding Senior Analyst, Citi

Citi

Location:
Poland, Warsaw

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

We're seeking a Client Onboarding Senior Analyst to join our team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients. Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement. Drive seamless client onboarding and shape the future of client relationships!

Job Responsibility:

Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance
Provide outstanding 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

Requirements:

Bachelor’s/University degree
Advanced level of English (written and spoken)
5-8 years of experience in client-facing roles, such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Account Maintenance, Customer Due Diligence, AML, KYC
Excellent interpersonal and communication skills
Good time and project management skills
Strong analytical and problem-solving skills, with a keen eye for detail
Demonstrated commitment to risk management and regulatory compliance

What we offer:

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Paid Parental Leave Program (maternity and paternity leave)
Holiday Allowance
Sport Card + Sport and team recreation activities
Access to an array of learning and development resources
A discretional annual performance related bonus

Additional Information:

Job Posted:
June 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Client Onboarding Senior Analyst