Client Onboarding Analyst: Cross‑Team Impact (Hybrid)

Citi; New York (NY); Hybrid; USD 23,000 - 31,000; Full time

Job summary

Citi in São Paulo, Brazil, is seeking a Client Onboard Intmd Analyst to manage account opening and maintenance, providing high-quality service and efficient resolution of issues. The role emphasizes independent problem-solving, strong communication, and risk-aware processes within a hybrid work environment.

The position requires attention to detail, collaboration across teams, and a proactive approach to client onboarding and documentation.

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.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Proficient knowledge of English (written and spoken).

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.
• 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.

Skills

Interpersonal skills

Team player

Written communication

Verbal communication

Attention to detail

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Citi in São Paulo, Brazil, is seeking a Client Onboard Intmd Analyst to manage account opening and maintenance, providing high-quality service and efficient resolution of issues. The role emphasizes independent problem-solving, strong communication, and risk-aware processes within a hybrid work environment.

The position requires attention to detail, collaboration across teams, and a proactive approach to client onboarding and documentation.