Client Onboarding Sr. Analyst - C12 - WARSAW

Citigroup Inc.; Warszawa; On-site; PLN 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a Client Onboarding Sr. Analyst to enhance the onboarding experience for clients. This role involves ensuring timely account openings, collaborating with various teams, and innovating processes to exceed client expectations. The ideal candidate will possess strong analytical and communication skills, with a keen eye for detail and the ability to manage multiple deadlines. Join a dynamic team that values proactive improvement and teamwork, and contribute to the success of a leading financial institution.

Qualifications

• 5-8 years of experience in client onboarding or related fields.
• Strong communication and analytical skills are essential.

Responsibilities

• Ensure a seamless onboarding experience for clients.
• Liaise with partners to maintain communication and process requests.
• Continuously innovate onboarding processes for efficiency.

Skills

Analytical Skills

Communication Skills

Leadership Skills

Detail Oriented

Teamwork

Time Management

Education

Bachelor's degree or equivalent experience

Tools

Citi onboarding applications

Job description

The Client Onboarding Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. 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. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. 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.

Responsibilities:

• Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
• Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications.
• Process account opening or maintenance requests in a timely manner.
• Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners.
• Ensure all documentation received is current, accurate and complete.
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing.
• Provide the highest level of customer service and teamwork to Banking teams and other internal partners.
• Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible.
• Engage with technology to design, build, and test new or updated applications.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience.
• Licensing (Series 7, 63 and 65 or 66) beneficial but not required.
• Self-motivated, proactive, and eager to improve existing processes.
• Extremely detail oriented.
• Excellent team player.
• Strong ability to manage multiple concurrent deadlines, prioritize, and work well under pressure.
• Strong verbal and written communication skills.
• Demonstrated interest in the fields of operations and compliance.

Education:

• Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Client Onboarding

Time Type: Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities.