Client Onboarding Analyst
1 miesiąc temu
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 Client Onboarding Analyst you will be responsible for engaging with both clients and internal stakeholders as part of the Account Opening/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.
What you’ll do:
Coordination and execution of the documentation process - document tailoring, issuance, validation, and execution for clients account maintenance 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 maintenance 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/global documentation updates etc.) where applicable
What we’ll need from you:
1-4+ years of relevant Corporate Customer Service experience is a must , KYC, Financial Client Onboarding and/or Project Management is a nice to have
Fluency in English (excellent communication skills, both written and verbal)
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
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 (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:
Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources
A discretional annual performance related bonus
A chance to make a difference with various affinity networks and charity initiatives
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-CM1
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Job Family Group:
Customer Service------------------------------------------------------
Job Family:
Institutional Client Onboarding------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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