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Client Onboarding Analyst

https://www.citi.com/ Logo

Citi

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Location:
Poland, Warsaw

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We're seeking a Client Onboarding Analyst to join our team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients. Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement. Drive seamless client onboarding and shape the future of client relationships!

Job Responsibility:

  • Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance
  • Provide outstanding customer service and resolve client inquiries with expertise and efficiency
  • Support, understand and implement client requirements
  • Monitor customer satisfaction and service level and drive process changes, provide innovative solutions to clients
  • Manage daily account opening and maintenance activities, ensuring accuracy and adherence to regulatory requirements
  • Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients
  • Participate in projects within the account services space, collaborating effectively with cross-functional teams
  • Promote a strong risk management culture and ensure regulatory compliance

Requirements:

  • Bachelor's/University degree
  • Advanced level of English (written and spoken)
  • 0-2 years of experience in roles such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Account Maintenance, Customer Due Diligence, AML, KYC
  • Excellent interpersonal and communication skills
  • Good time management skills
  • Strong analytical and problem-solving skills
  • Good understanding of finance
  • Availability to work during North America Working Hours
What we offer:
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Paid Parental Leave Program (maternity and paternity leave)
  • Holiday Allowance
  • Sport Card + Sport and team recreation activities
  • Access to an array of learning and development resources
  • A discretional annual performance related bonus
  • Business casual workplace
  • Hybrid working model (up to 2 days working at home per week)
  • Competitive base salary (annually reviewed)

Additional Information:

Job Posted:
September 27, 2025

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