Client Onboarding Lead Analyst

Citi; Warszawa; Hybrid; PLN 242,000 - 412,000; Full time

Job summary

Citi Solutions Center Poland is seeking a Client Onboarding Lead Analyst to drive design and delivery of global onboarding processes. You will lead transformation programs, manage onboarding readiness for new product launches, and collaborate with Product, Technology, and Operations teams to improve the client experience.

You will shape the onboarding function's strategic direction, oversee multiple workstreams, and ensure compliance with laws and internal controls while delivering measurable

Qualifications

• 6+ years in client onboarding or related financial services functions.
• Experience managing cross-functional programs including change management and business analysis.
• Experience in documentation review, account maintenance, and cash/liquidity product operations.
• Strong project management including cost, planning, and multi-workstream oversight.
• Solid knowledge of risk and control frameworks and mitigation.
• Excellent written and verbal communication with senior stakeholders.

Responsibilities

• Lead transformation of onboarding processes to establish a global standard for consistent client experience and operational excellence.
• Manage onboarding readiness for new product launches and enhancements.
• Evaluate new product initiatives for alignment with automation and control strategy.
• Facilitate cross-functional meetings with Product, Technology, and Operations to implement automation.
• Assess onboarding risks and maintain a robust control environment.
• Create and govern onboarding materials and training for new launches.
• Define and track KPIs to measure adoption and drive continuous improvement.
• Partner with senior leaders to design scalable onboarding solutions that reduce defects and boost client satisfaction.

Skills

Client onboarding

Cross-functional programs

Project management

Risk & control frameworks

Stakeholder engagement

English proficiency

Education

Bachelor's degree in Finance or Economics

Job description

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to 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

Citi's Services Onboarding Transformation team is looking for a Client Onboarding Lead Analyst to drive the design and delivery of streamlined, globally consistent client onboarding processes across one of the world's most comprehensive suites of Services solutions. In this role, you will lead transformation programs, manage onboarding readiness for new product launches, and collaborate with Product, Technology, and Operations teams to deliver measurable improvements to the client experience. Your decisions will shape the strategic direction of the onboarding function and directly influence the performance of the wider team.

Responsibilities

• Lead the transformation of onboarding processes and capabilities to establish a global standard for consistent client experience and operational excellence.
• Manage onboarding readiness for new product launches and enhancements, ensuring all requirements are clearly defined and teams are equipped to deliver from day one.
• Evaluate new product and enhancement initiatives to ensure alignment with automation objectives and organizational control strategy.
• Facilitate cross-functional meetings with Product, Technology, and Operations partners to identify process improvement opportunities and implement automation-led solutions.
• Assess onboarding and operational risks, ensuring compliance with applicable laws, regulations, and internal policies, and maintaining a robust control environment.
• Create, maintain, and govern onboarding materials and training content for new product launches, embedding defined design principles and best practices across global teams.
• Define and track key performance indicators to measure adoption success and drive continuous improvement across onboarding operations worldwide.
• Partner with senior business leaders and a globally distributed community to design and implement scalable onboarding solutions that reduce defects and enhance client satisfaction.

Required Qualifications & Skills

• 6 or more years of experience in client onboarding, account services, cash and liquidity management, or a related financial services function.
• Demonstrated ability to manage complex, cross-functional programs including change management, process re-engineering, and business analysis.
• Experience in documentation review, account maintenance, and cash and liquidity product operations, with a clear understanding of end-to-end onboarding requirements.
• Strong project management capability, including cost management, planning, and the ability to oversee multiple workstreams simultaneously.
• Sound knowledge of risk and control frameworks, with the ability to identify operational risks and implement effective mitigation measures without compromising business objectives.
• Clear and confident communicator, both written and verbal, with the ability to engage and influence senior stakeholders, internal partners, and external clients.
• Bachelor's degree in Finance, Economics, or an equivalent field, or commensurate professional experience.
• Proficiency in English, written and spoken, to a professional business standard.

Beneficial Skills & Qualifications

• Project Management Professional (PMP) certification or equivalent program management qualification.
• Lean Six Sigma or equivalent process re-engineering certification.
• Knowledge of Liquidity, Payments, and Receivables products and broader treasury banking solutions.
• Experience in system testing, rollout management, and technology-enabled process change.

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 (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:

241 750,00 zł - 411 650,00 zł

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.

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