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Client Onboarding Lead Analyst

https://www.citi.com/ Logo

Citi

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Location:
United States , New Castle

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

103200.00 - 154800.00 USD / Year
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Job Description:

The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Job Responsibility:

  • Responsible for customer interaction, documentation issuance, review and system setups
  • Demonstrates high level of diligence, motivation and organizational skills
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
  • Performs day to day management of the account opening and maintenance processing
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • Understands client requirements and implements them correctly
  • Monitors customer satisfaction and service level and drives process changes
  • Provides innovative solutions to clients
  • Ensures a strong and robust processing environment with effective controls
  • Establishes risk management practice
  • Maintains a strong culture of risk and controls through various processes and check points
  • Identifies means to reduce transaction defects (internal and external)
  • Develops performance matrices to track defects, productivity
  • Ensures clean audit results
  • Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
  • Engages in project planning including cost management
  • Develops training content, training materials, trackers for the migration
  • Responsible for setting direction of a specialized area
  • Appropriately assess risk when business decisions are made

Requirements:

  • Previous experience in documentation review, account maintenance and related cash products
  • Bachelor's degree in finance or economy
  • Good interpersonal communication skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Demonstrated Project management skill including financial cost management skills
  • Advanced execution skills in a multi-tasking mode
  • Exposure to Customer Service and handling of system, testing and rollouts
  • Ability to achieve business objectives without compromising on controls and risk parameters established
  • Ability to interact confidently with senior management and / or regulators
  • Ability to coach and develop people, identifying and retaining talent
  • Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
  • Able to strive under pressure and covert opportunity from risk
  • Should be open to working staggered hour /shift / over weekend and on public holidays
  • Proficient knowledge of English (written and spoken)
  • Bachelor’s/University degree or equivalent experience, potentially Masters degree
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
January 29, 2026

Expiration:
February 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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