Client Onboarding Analyst - Hybrid, Growth & Impact

Citi; New York (NY); Hybrid; USD 32,000 - 51,000; Full time

Benefits offered by this job

Pension contribution 6%

Private medical care for employees and

Life Insurance for employees

Employee Assistance Program

Parental Leave

Sport Card

Holidays allowance

Cafeteria/flex benefit

Annual discretionary incentive

Staff discounts

Job summary

Citi Solutions Center Poland is seeking a Client Onboarding Intermediate Analyst for a hybrid role based in or connected to Warsaw, Poland. You will handle customer interactions, account opening, and maintenance tasks with a focus on accurate, timely delivery and high-quality service.

You will work cross-functionally, applying data analysis and process knowledge with strong attention to detail and professional judgment. The position offers hybrid work and a comprehensive benefits package.

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. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Consistently demonstrates clear and concise written and verbal communication skills.
• Proficient knowledge of English (written and spoken).
• Bachelor’s/University degree or equivalent experience

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.
• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
• Embarks on continuous on the job training for end to end product knowledge.
• Understands client requirements and implement them correctly.
• Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drive process changes.
• Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• Has the ability to operate with a limited level of direct supervision.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Interpersonal skills

Written communication

Verbal communication

Team player

Attention to detail

Microsoft Office

English proficiency

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office

Job description

Citi Solutions Center Poland is seeking a Client Onboarding Intermediate Analyst for a hybrid role based in or connected to Warsaw, Poland. You will handle customer interactions, account opening, and maintenance tasks with a focus on accurate, timely delivery and high-quality service.

You will work cross-functionally, applying data analysis and process knowledge with strong attention to detail and professional judgment. The position offers hybrid work and a comprehensive benefits package.