Client Onboarding Senior Analyst

Citi; Warszawa; On-site; PLN 165,020 - 280,980; Full time

Benefits offered by this job

Competitive salary

Private healthcare

Life insurance

Flexible working hours

Extensive training offerings

Job summary

A leading global financial services company is seeking a Client Onboarding Senior Analyst in Warsaw, Poland. This role involves maintaining relationships with corporate clients and stakeholders, overseeing account processes, and ensuring compliance with internal regulations. The ideal candidate will have 5-8 years of relevant experience, strong project management skills, and proficiency in English. The company offers a competitive salary, social benefits, and a hybrid work model with opportunities for professional development.

Qualifications

• 5-8 years of experience in documentation review and account maintenance.
• Good interpersonal communication skills for dealing with business partners.
• Demonstrated project management skills and ability to manage costs.
• Ability to thrive under pressure in a fast-paced environment.
• Proficient in English, both written and spoken.

Responsibilities

• Maintain relationships with stakeholders and corporate clients.
• Manage account opening and maintenance processes daily.
• Monitor customer satisfaction and implement process changes.
• Ensure compliance with internal processes during projects.

Skills

Documentation review

Account maintenance

Interpersonal communication

Project management

Pressure management

English proficiency

Job description

The NAM (North America) Client Onboarding Senior Analyst is a professional role which applies in-depth disciplinary knowledge, strong communication and diplomacy skills. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or others in area of specialization.

Requirements

• Responsible for close working relationship with Citi stakeholders and external corporate clients across entire account opening and/or maintenance process for interacting with customers, managing documentation, resolving customer issues
• Responsible for excessive cooperation with global partners & stakeholders within NAM time shift –2 pm to 10 pm CET, Monday to Friday
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities
• Monitors customer satisfaction and service level and drives process changes
• Takes part in projects in the account services space (all scenarios of account opening and maintenance processing) & ensuring they are fully compliant with internal processes, regulations, policies
• Exposure to customer service and handling of system, testing and rollouts

Qualifications

• 5-8 years of experience in documentation review, account maintenance and related cash products preferred
• Good interpersonal communication skills - able to communicate with internal and external business partners
• Demonstrated Project management skill including financial cost management skill
• Able to strive under pressure
• Proficient knowledge of English (written and spoken)

What we offer

• Competitive salary connected with annual salary review and discretionary annual performance bonus
• Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
• Hybrid model of work – from modern offices and from home, flexible working hours
• Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
• Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)
• Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
• Unlimited development opportunities within Citi global network.
• Exposure to a wide range of internal stakeholders as well as to senior management

Job Family Group: Customer Service

Job Family: Institutional Client Onboarding

Time Type: Full time

Primary Location Full Time Salary Range: 165020,00zł - 280980,00zł

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 does 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.

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