Client Onboarding Intermediate Analyst

Citi; Warszawa; Hybrid; PLN 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid working (up to 2 days home per週

Private medical care

Life insurance

Pension plan

Employee assistance program

Parental leave

Sport card

Cafeteria benefits

Discretionary annual incentive

Volunteer day off

Job summary

Citi Solutions Center Poland is hiring an Onboarding Professional to support client onboarding and maintain high standards of service. The role emphasizes accurate account opening, documentation accuracy, and effective cross-functional collaboration with internal teams.

Candidates should demonstrate excellent written and verbal communication, attention to detail, and the ability to work independently in a high-volume environment while delivering superior customer service and resolving issues

Qualifications

• 2-5 years of experience in Documentation review and Account Maintenance.
• Experience with cash products is preferred.
• Strong written and verbal communication skills.
• Proactive, organized, and able to work under time pressure.
• Fluent English both written and spoken.

Responsibilities

• Handle customer interaction, documentation issuance, reviews, and system setups.
• Ensure timely, accurate delivery of all account opening functions and service.
• Manage day-to-day account opening and maintenance processing and cross-functional coordination.
• Analyze complex issues and determine efficient work procedures.
• Maintain compliance with internal processes, regulations, and policies.
• Build close relationships with clients and internal teams for prompt responses.
• Pursue on-the-job training to gain end-to-end product knowledge.
• Understand and implement client requirements and new customer initiatives.
• Monitor customer satisfaction and drive process improvements.
• Operate with limited supervision and act as SME to stakeholders.

Skills

Interpersonal skills

Written and verbal communication

Attention to detail

Independent worker

Team player

English proficiency

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Applications

Job description

The Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
• Embarks on continuous on the job training for end to end product knowledge.
• Understands client requirements and implement them correctly.
• Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drive process changes.
• Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• Has the ability to operate with a limited level of direct supervision.
• Acts as SME to senior stakeholders and /or other team members.
• 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

• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
• Demonstrated interpersonal skills, pro‑active team player but also able to work independently, with exceptional written and verbal communication skills.
• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high‑risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Consistently demonstrates clear and concise written and verbal communication skills.
• Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).
• Bachelor’s/University degree or equivalent experience

We offer

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees

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.

Job Family Group

Customer Service

Job Family

Institutional Client Onboarding

Time Type

Full time

Primary Location Full Time Salary Range

120 200,00 zł - 190 000,00 zł

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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