Client Onboarding & Analytics Associate

Citi; Getzville (NY); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability보험

Wellness programs

Job summary

Citi in Getzville, New York is seeking a Client Onboard Associate Analyst. This developing professional role focuses on applying policy and specialized knowledge to monitor and assess onboarding processes and data, while collaborating with teams to achieve objectives.

You will handle onboarding tasks from account opening to maintenance, liaise with clients and internal partners, and drive efficient, compliant processes with strong attention to detail.

Qualifications

• Previous client-facing middle office or operations financial services experience.
• Some knowledge of capital market products; strong analytical and problem-solving abilities.
• Clear and concise written and verbal communication; highly organized with attention to detail.

Responsibilities

• Handle onboarding tasks from account opening to maintenance with extensive client interface.
• Ensure smooth onboarding processes and accuracy of all client documentation.
• Coordinate with clients and internal teams to minimize time-to-market and provide transparency.
• Centralize and optimize processes to improve client satisfaction and group performance.

Skills

Client-facing

Middle office experience

Analytical skills

Communication skills

Detail-oriented

Education

Bachelor's/University degree or equivalent experience

Job description

Citi in Getzville, New York is seeking a Client Onboard Associate Analyst. This developing professional role focuses on applying policy and specialized knowledge to monitor and assess onboarding processes and data, while collaborating with teams to achieve objectives.

You will handle onboarding tasks from account opening to maintenance, liaise with clients and internal partners, and drive efficient, compliant processes with strong attention to detail.