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Client Onboard Intermediate Analyst

https://www.citi.com/ Logo

Citi

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Location:
Brazil, São Paulo

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

The Client Onboard Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies.

Job Responsibility:

  • Customer interaction, documentation issuance, review and system setups
  • Timely and accurate delivery of all account opening functions
  • Delivering superior customer service and resolution of customer issues
  • Day to day management of account opening and maintenance processing
  • Project management in the account services space
  • Managing cross-functional relationships with all teams
  • Determining new work procedures, analyzing complex and variable issues
  • Ensuring consistent delivery of high quality service to customers
  • Ensuring awareness and full compliance of internal processes, regulations, policies
  • Establishing and maintaining close working relationship with clients and within team
  • Continuous on the job training for end to end product knowledge
  • Understanding client requirements and implement them correctly
  • Understanding new customer requirements and ensure adequate support
  • Monitoring customer satisfaction and service level and drive process changes
  • Providing innovative solutions to clients
  • Ensuring a strong and robust processing environment with effective controls
  • Establishing risk management practice
  • Maintaining a strong culture of risk and controls in the team

Requirements:

  • 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
  • Demonstrated interpersonal skills, pro-active team player but also able to work independently
  • Exceptional written and verbal communication skills
  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
  • Capable of prioritizing and eager to learn multiple products in a challenging environment
  • Fast learner, strong attention to detail, and willingness to go extra mile
  • Proficient in Microsoft Office Applications
  • Exposure to Client interaction
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations
  • Proficient knowledge of English (written and spoken)
  • Bachelor's/University degree or equivalent experience

Nice to have:

Experience with related Cash products

Additional Information:

Job Posted:
October 26, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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