Client Onboarding Documentation Analyst

6 dni temu

Warszawa, Mazovia, Polska Citi Pełny etat

Do you have experience in a client-facing role?

Do you enjoy cooperation with stakeholders and clients, and is one of your main strengths attention to detail?

Would you like to continue your career in a global team where you can gain an overall view of how an investment bank works?

As a Client Onboard Analyst, you will monitor, assess, analyze, and/or evaluate processes and client data. Join our growing team, where you will support different countries, cooperate with internal compliance and product teams to support our clients worldwide.

Responsibilities:

  • Deliver Exceptional Customer Service: Directly engage with customers, resolve their issues, and ensure their needs are met with high-quality service.
  • Manage Account Operations and Documentation: Oversee and execute timely and accurate account opening and maintenance functions.
  • Drive Project Initiatives: Lead and contribute to project management efforts within account services, collaborating across teams.
  • Optimize Processes: Identify and implement new work procedures and analyze complex issues to improve operational efficiency.
  • Ensure Compliance & Mitigate Risk: Uphold all internal policies, regulations, and ethical guidelines, actively assessing and managing risks.
  • Build Strong Relationships: Foster effective communication and cultivate robust working relationships with clients and internal colleagues.
  • Promote Continuous Improvement: Monitor customer satisfaction, drive process changes, and offer innovative solutions to clients.
  • Commit to Learning: Continuously develop end-to-end product knowledge and understand evolving client requirements.

Qualifications:

  • 1-2 years of experience in a similar, client facing role where strong attention to detail was also important
  • Experience in Documentation review, Account Maintenance, Client Onboarding, Customer Services or Cash products is preferred but not a must
  • Exceptional written and verbal communication skills in English, because we are delivering our services globally and we are dealing with high level stakeholders, clients internally and externally.
  • Pro-active team player but also able to work independently,
  • Ability to work in a structured, high volume, time sensitive, high-risk environment.
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations.
  • Bachelor's/University degree or equivalent experience

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.

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