Client Onboarding Associate Analyst

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

Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi in Getzville, NY is seeking a Client Onboard Associate Analyst to support onboarding and maintenance of client accounts within a regulated environment. The role requires collaboration with internal teams, strong attention to documentation, and the ability to identify opportunities to streamline processes while safeguarding Citi's reputation and client data.

Bachelor's degree and client-facing experience in financial services preferred.

Qualifications

• Previous client facing, middle office or operations experience in financial services.
• Strong analytical and problem-solving abilities.
• Clear and concise written and verbal communication with strong organizational skills.

Responsibilities

• Handle a wide range of onboarding and maintenance duties for client accounts with internal partners.
• Ensure smooth onboarding processes and accurate documentation across market openings and tax documentation.
• Collaborate with internal teams to minimize time to market and provide process transparency to clients.

Skills

Client facing

Analytical thinking

Communication skills

Education

Bachelor’s degree

Tools

Capital markets knowledge

Job description

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
• Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.
• Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
• Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
• Support and monitor the timely and accurate execution of client and internal requests to the group.
• Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
• Perform client documentation searches across internal and external sites and compile client profiles.
• Interact with client regarding the latest status and current on-boarding actions.
• Partner with internal teams to ensure regulatory reviews on all clients are performed.
• Ensure all client review materials are in place and completed.
• Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
• Participate in initiatives to improve the client and account management process.
• Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
• 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.

Qualifications

• Previous, client facing, middle office or operations financial services experience.
• Some knowledge of capital market products. Strong analytical and creative Solving abilities. Consistently demonstrates clear and concise written and verbal communication skillsStrong organization skills with high attention to details

Education

• Bachelor’s/University degree or equivalent experience

Job Family Group

Operations - Services

Job Family

Reference Data Services

Time Type

Full time

Primary Location

Getzville New York United States

Primary Location Full Time Salary Range

$55,341.00 - $68,270.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Sep 29, 2026

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 do 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.

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