Client Onboarding Senior Analyst

Citibank (Switzerland) AG; Warszawa; On-site; Confidential; Full time

Benefits offered by this job

Pension plan

Private medical care

Life Insurance

Employee assistance program

Parental leave

Sport card

Volunteer day

Flex benefits

Annual incentive

Job summary

Citi Solutions Center Poland is seeking a seasoned Client Onboarding Senior Analyst to strengthen onboarding processes and project delivery. You will manage client interactions, documentation, and system setups, ensuring timely, accurate account openings and high client satisfaction.

The role requires 5–8 years in client onboarding with strong communication, project management, and risk awareness, plus fluency in English.

Qualifications

• 5–8 years of experience in client onboarding and account opening within a corporate banking or financial services setting.
• Strong communication and client-facing skills with ability to liaise with internal teams.
• Experience with project rollouts and driving process improvements.
• Proficiency in English is required.
• Willingness to work staggered hours, shifts, or weekends as needed.

Responsibilities

• Serve as primary contact for clients throughout onboarding, handling interactions, documentation, and system setups.
• Oversee day-to-day account opening process ensuring timely delivery and high service levels.
• Understand and implement client requirements, delivering innovative solutions.
• Lead projects within account services, coordinating cross-functional teams.

Skills

Client onboarding

Account opening

Customer service

Project management

Risk awareness

English proficiency

Communication

Leadership

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

We are seeking a highly skilled and motivated Client Onboarding Senior Analyst to join our team. In this role, you will leverage in-depth disciplinary knowledge and industry expertise to enhance client onboarding processes, develop new techniques, and improve overall workflow within a corporate financial services environment. You will be responsible for evaluating complex issues with substantial potential impact, balancing conflicting situations, and making informed decisions. This position requires strong analytical, communication, and leadership skills, as you will play a crucial part in influencing project outcomes and contributing to the overall objectives of the business.

Responsibilities

Client Onboarding & Management

• Serve as a primary point of contact for clients throughout the onboarding lifecycle, managing interactions, documentation issuance, and system setups.
• Oversee the day-to-day management of account opening process, ensuring timely and accurate delivery with a focus on excellent customer service.
• Thoroughly understand, interpret, and correctly implement client requirements, providing innovative solutions and ensuring robust support for new initiatives.
• Directly handle client communications, manage expectations, and ensure a high level of client satisfaction.

Project Management

• Lead and manage various projects within the account services space, coordinating with cross-functional teams to ensure successful delivery.
• Develop new work procedures and analyze complex issues to drive process improvements with significant departmental impact.

Risk & Control Management

• Appropriately assess risk when making business decisions, with particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
• Drive compliance with all applicable laws, rules, and regulations, while adhering to internal policies.
• Establish and maintain a strong culture of risk and controls within the team through robust processes and checkpoints.

Qualifications

• 5-8 years of professional experience with a strong background in client-facing roles, specifically in client onboarding, documentation review, and account opening/maintenance, preferably within a corporate banking or financial services environment.
• Proven experience in customer service, systems testing, and project rollouts.
• Client Communication: Exceptional interpersonal and communication skills, with a demonstrated ability to communicate clearly and concisely (both written and verbal) with clients and internal business partners.
• Project Management: Demonstrated project management skills, with the ability to drive initiatives to completion.
• Analytical Mindset: Strong analytical skills to filter, prioritize, and validate complex and dynamic information from multiple sources.
• Execution: Advanced execution skills with the ability to effectively prioritize in a fast-paced, high-pressure environment.
• Leadership: Ability to coach, develop people, and partner confidently with senior management and other support functions.
• Risk Acumen: A strong understanding of risk and control parameters and the ability to achieve business objectives without compromising them.
• Proficiency in English is required.
• Open to working staggered hours, shifts, or on weekends/public holidays as required by business needs.

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.

Time Type: Full time

Salary Range: 165 020,00 zł - 280 980,00 zł

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