Client Onboarding Specialist — Process & Compliance

Citigroup Inc.; Getzville (NY); On-site; USD 55,341 - 68,270; Full time

Job summary

Citigroup Inc. in Getzville, NY is seeking a Client Onboard Associate Analyst to join our Institutional Client Onboarding group. The role involves handling account opening and maintenance with internal partner support and extensive client interface.

You will liaise with clients and internal teams to minimize time to market, provide transparent process updates, and identify opportunities to centralize and optimize workflows to enhance client satisfaction and group performance.

Qualifications

• Previous, client facing, middle office or operations financial services experience.
• Some knowledge of capital market products.
• Strong analytical and solving abilities; clear written and verbal communication; highly organized.

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 to ensure that time to market is minimized and 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.

Skills

Client facing

Middle office

Operations experience

Education

Bachelor’s/University degree or equivalent experience

Job description

Citigroup Inc. in Getzville, NY is seeking a Client Onboard Associate Analyst to join our Institutional Client Onboarding group. The role involves handling account opening and maintenance with internal partner support and extensive client interface.

You will liaise with clients and internal teams to minimize time to market, provide transparent process updates, and identify opportunities to centralize and optimize workflows to enhance client satisfaction and group performance.