Client Onboarding Operations 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

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.