Officer, Client Onboard Intermediate Analyst

Citi; New York (NY); On-site; USD 54,000 - 74,000; Full time

Benefits offered by this job

On-site role

Structured working environment

End-to-end product knowledge

Cross-functional exposure

Global network access

Job summary

Citi is seeking an Officer, Client Onboard Intermediate Analyst in Hong Kong to join its TTS onboarding team. You will manage end-to-end account opening and maintenance, handle document processing, and ensure timely, accurate execution while staying compliant with internal and regulatory guidelines.

The role emphasizes collaboration with internal teams, continuous learning, and progress toward greater responsibility within a global banking institution.

Qualifications

• Bachelor's degree or equivalent practical experience.
• Clear written and spoken English for internal stakeholders.
• Ability to handle high volumes of structured, detail-oriented work.
• Proficiency with Microsoft Office applications for tracking tasks.
• Ability to work independently and in teams, prioritising under pressure.
• Capable of handling escalated or urgent cases professionally.

Responsibilities

• Manage end-to-end account opening and maintenance processes.
• Handle document processing and scanning with high accuracy.
• Monitor service levels and adjust processes to meet targets.
• Coordinate with internal teams to resolve queries and communicate clearly.
• Maintain compliance with policies and regulatory guidelines.
• Identify workflow improvements to enhance accuracy and efficiency.
• Develop knowledge of onboarding products and procedures for colleagues.

Skills

Bachelor's degree

Fluent English

Time-sensitive work

Microsoft Office

Independent and team work

Communication with stakeholders

Education

Bachelor's degree or equivalent

Job description

Officer, Client Onboard Intermediate Analyst

Location(s):

Kowloon, Kowloon City, Hong Kong SAR

Job Type:

On-Site/Resident

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi is looking for a Client Onboarding Analyst to join its Treasury and Trade Solutions (TTS) onboarding team, playing a key role in delivering accurate and timely account opening and maintenance services for internal stakeholders. In this role, you will manage end-to-end documentation processing and account administration functions that directly support the quality and efficiency of Citi's client onboarding operations. This is an opportunity to build deep operational expertise within a structured, process-driven environment at one of the world's leading financial institutions.

Responsibilities

• Manage the end-to-end account opening and maintenance process, including documentation issuance, review, system setup, and daily tracking of in-progress and pending cases to ensure timely and accurate completion.
• Handle physical document processing and scanning activities as part of the daily operational workflow, maintaining high standards of accuracy and organisation throughout.
• Monitor service delivery against defined service level agreements, identifying gaps and implementing process adjustments to consistently meet quality and efficiency targets.
• Coordinate with internal teams and stakeholders to resolve account-related queries, elevate issues where appropriate, and maintain clear and professional written and verbal communication throughout.
• Maintain full compliance with internal policies, regulatory requirements, and procedural guidelines, applying sound judgement to identify and elevate control or risk concerns.
• Identify opportunities to improve existing workflows and contribute to process changes that enhance the accuracy and efficiency of account servicing operations.
• Develop and maintain up-to-date knowledge of onboarding products and procedures through continuous on-the-job learning, supporting colleagues and senior stakeholders as a subject matter resource.

Required Qualifications & Skills

• Bachelor's degree or equivalent practical experience in a relevant field.
• Fluent written and spoken English, with the ability to communicate clearly and professionally with internal stakeholders across multiple teams.
• Demonstrated ability to manage high volumes of structured, detail-oriented work in a time-sensitive environment while maintaining accuracy and consistency.
• Proficiency in Microsoft Office applications, with the ability to use standard tools to manage, track, and report on operational tasks.
• Proven capability to work both independently and collaboratively within a team, with strong organisational skills and the ability to prioritise effectively under pressure.
• Competence in handling escalated or urgent cases with composure, managing expectations professionally and resolving issues in a structured and timely manner.

Beneficial Skills & Qualifications

• 2-5 years of experience in documentation review, account maintenance, or cash product operations within a financial services environment.
• Familiarity with account onboarding processes or client data administration within a banking or financial institution.
• Prior exposure to client interaction or internal stakeholder management within an operational or administrative setting.

What We Offer

At Citi, you will be part of a collaborative TTS onboarding team that values precision, accountability, and continuous improvement. This role offers a stable and structured environment where you can develop your operational expertise and build a strong foundation within a global financial institution known for its scale and impact.

• On-site role with a consistent, structured working environment that supports clear routines and focused day-to-day delivery.
• Continuous learning through on-the-job training, helping you build end-to-end product knowledge and grow within the onboarding function.
• Exposure to cross-functional teams and internal stakeholders, broadening your understanding of how operational functions support a global banking institution.
• A clearly defined role with the opportunity to develop subject matter expertise and take on greater responsibility over time.
• Access to Citi's global network, professional development resources, and employee wellbeing programmes.

Job Family Group:

Customer Service

Job Family:

Institutional Client Onboarding

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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