Client Onboarding Senior Analyst

Citi; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Employer paid Defined Contribution Pension Plan

Private Medical Care Package

Life Insurance Program

Employee Assistance Program

Paid Parental Leave Program

Sport Card for employees

Additional day off for volunteering

Cafeteria/flex benefits

Job summary

Citi is seeking a Client Onboarding Senior Analyst located in New York, NY. You will manage the account services process for EMEA clients, ensuring a streamlined onboarding experience. Responsibilities include customer interactions, documentation processing, and project management.

The ideal candidate will have 5-8 years of experience in account maintenance, strong analytical skills, and the ability to work under pressure. A Bachelor's degree or equivalent is required, along with proficiency in English and preferably another European language.

Benefits include an employer-paid pension plan, medical care packages, and additional perks.

Qualifications

• 5-8 years of experience in documentation review and account maintenance.
• Proficient knowledge of English and preferably other European languages.
• Strong investigative and analytical skills with attention to detail.

Responsibilities

• Manage customer interactions and documentation issuance.
• Ensure timely delivery of account opening functions.
• Analyze complex issues and improve service delivery.

Skills

Documentation review

Account maintenance

Project management

Interpersonal skills

Analytical skills

Education

Bachelor’s/University degree or equivalent experience

Job description

Client Onboarding Senior Analyst

Location(s): Warsaw, Mazovia, Poland

Job Type: Hybrid

Posted: Apr. 15, 2026

Job Overview

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to Citi.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

The EMEA Trade and Treasury Services (TTS) Onboarding team is responsible for account opening, account maintenance, technical integration, and onboarding of all cash management products across the Citibank treasury and trade product suite. The team focuses on delivering a streamlined and positive onboarding experience for clients.

A Client Onboarding Senior Analyst is responsible for the end-to-end process of account services for EMEA clients. The role requires engagement with both clients and internal stakeholders to coordinate the full documentation cycle, which includes tailoring, issuance, validation, and execution as required for account opening and account maintenance. The role will include management of complex projects where a single client has a requirement to open or maintain accounts globally.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups
• Focus on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues
• Perform day to day management of 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
• Accountable for various types of project management in the account services space and for managing cross-functional relationships with all teams
• Determine new work procedures and analyze complex and variable issues with significant departmental impact
• Understand client requirements and ensure adequate support to new customer requirements and initiatives
• Monitor customer satisfaction and service levels and drive process changes; provide innovative solutions to clients, ensure a strong and robust processing environment with effective controls
• Establish risk management practices and maintain a culture of risk and controls within the team through various processes and checkpoints; identify means to reduce transaction defects (internal and external)

Qualifications

• 5-8 years of experience in documentation review, account maintenance, additionally cash products experience will be an asset
• Bachelor’s/University degree or equivalent experience
• Proficient knowledge of English (written and spoken); additionally proficient knowledge of any other European language is a strong plus (written and spoken)
• Excellent interpersonal and communication skills, a high level of diligence, motivation, and organizational skills
• Project management skills, including financial cost management skills, will be an advantage
• Advanced execution skills in a prioritization mode combined with capability to achieve business objectives without compromising on controls and risk parameters
• Strong investigative and analytical skills with a high level of attention to detail
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities, to thrive under pressure and convert risk into opportunity
• Readiness to work during public holidays on a rotational basis

Benefits

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees

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Equal Opportunity Statement

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