Client Onboarding Senior Analyst

af; Warszawa; On-site; PLN 165,000 - 281,000; Full time

Benefits offered by this job

Pension plan

Private medical care

Life insurance

Employee assistance

Parental leave

Sport card

Volunteer day

Flex benefits

Annual incentive

Job summary

Citi Solutions Center Poland in Warszawa is hiring a Client Onboarding Senior Analyst to manage end-to-end account opening and maintenance for EMEA clients. You will coordinate with clients and internal teams to tailor, issue, validate, and execute documentation, ensuring timely, accurate processing and strong controls.

The role requires 5-8 years of experience in onboarding or documentation review, excellent English, and project management skills.

Qualifications

• 5-8 years of experience in documentation review and account maintenance; cash products are a plus.
• Bachelor’s/University degree or equivalent experience.
• Proficient knowledge of English (written and spoken); another European language is a plus.
• Excellent interpersonal and communication skills, high diligence and organization.
• Project management and financial cost management experience a plus.
• Strong execution and prioritization with a focus on controls and risk.
• Analytical mindset with attention to detail; able to work under pressure.
• Willingness to work during public holidays on a rotational basis.

Responsibilities

• Interact with customers, issue documents, review and set up systems.
• Ensure timely, accurate account opening and maintenance actions with high service quality.
• Manage in-process, pended, and service activities across accounts and scenarios.
• Lead cross-functional projects and coordinate with senior-level stakeholders.
• Develop new procedures and address complex issues affecting the department.
• Understand client requirements and support new initiatives.
• Monitor customer satisfaction and drive process improvements; maintain robust controls.
• Establish risk management practices and minimize transaction defects.

Skills

Documentation review

Account maintenance

Cash products experience

English proficiency

Interpersonal skills

Project management

Attention to detail

Pressure management

Education

Bachelor's degree

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.

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

The EMEA Trade and Treasury Services (TTS) Onboarding team is responsible for account opening, account maintenance, technical integration, and onboarding of all cash management products across the Citibank treasury and trade product suite. The team focuses on delivering a streamlined and positive onboarding experience for clients.

A Client Onboarding Senior Analyst is responsible for the end-to-end process of account services for EMEA clients. The role requires engagement with both clients and internal stakeholders to coordinate the full documentation cycle, which includes tailoring, issuance, validation, and execution as required for account opening and account maintenance. The role will include management of complex projects where a single client has a requirement to open or maintain accounts globally.

Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups
• Focus on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
• Perform day to day management of 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
• Accountable for various types of project management in the account services space and for managing cross-functional relationships with all teams
• Determine new work procedures and analyze complex and variable issues with significant departmental impact
• Understand client requirements and ensure adequate support to new customer requirements and initiatives
• Monitor customer satisfaction and service levels and drive process changes; provide innovative solutions to clients, ensure a strong and robust processing environment with effective controls
• Establish risk management practices and maintain a culture of risk and controls within the team through various processes and checkpoints; identify means to reduce transaction defects (internal and external)

Qualifications:

• 5-8 years of experience in documentation review, account maintenance, additionally cash products experience will be an asset
• Bachelor’s/University degree or equivalent experience
• Proficient knowledge of English (written and spoken); additionally proficient knowledge of any other European language is a strong plus (written and spoken)
• Excellent interpersonal and communication skills, a high level of diligence, motivation, and organizational skills
• Project management skills, including financial cost management skills, will be an advantage
• Advanced execution skills in a prioritization mode combined with capability to achieve business objectives without compromising on controls and risk parameters
• Strong investigative and analytical skills with a high level of attention to detail
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities, to thrive under pressure and convert risk into opportunity
• Readiness to work during public holidays on a rotational basis

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:

zł165,020.00 - zł280,980.00

Most Relevant Skills:

Please see the requirements listed above.

Other Relevant Skills:

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

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

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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