Client Onboarding Senior Analyst Jobs

Client Onboarding Senior Analyst

Assistant Vice President, Client Onboarding Senior Analyst role at Citi's Wealth...

Location

Hong Kong , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 to 5 years of relevant experience in Client Onboarding operations and Project Management
Proficient in Microsoft Excel and skilled in data analysis
Excel Macro/VBA skill is highly recommended
Strong interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrates superior Project management skill and analytical skills
Ability to multi-task and handle various on-going deliverables concurrently
Ability to achieve business objectives without compromising on controls and risk parameters established
Able to strive under pressure and covert opportunity from risk
Open to working staggered hour/shift/over weekend and on public holidays

Job Responsibility

Responsible for Private Bank Client onboarding operations related activities covering Account opening, Account maintenance and Credit related documentation review
Responsible to lead multiple Private Bank Client onboarding related projects to drive digitization and automation initiatives through cutting-edge technologies
Responsible to support the planning and implementation of projects by performing data collection and analysis
Identify opportunities to eliminate process gaps that causes data quality issues and establish a robust process to ensure data accuracy
Evaluate and determine new requirements/process changes through impact analysis to ensure a sustainable and long term process workflow
Create and maintain project documentation, including project plan, status, meeting minutes etc
Ability to perform change management including liaise with multiple stakeholders across regions, document changes, perform reviews and identify process improvements, system enhancements, provides training, stakeholder updates
Ensure close monitoring of project deliverables in order to meet the overall timelines and deliver results
Participate in UAT testing for system related enhancement and ensure smooth production implementation
Drive data remediation exercises to enhance system data quality for accurate and timely regulatory reporting

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Programs to help employees balance their work and life, including generous paid time off packages
Resources and tools to volunteer in the communities
Access to an array of learning and development resources
Programs and services for physical and mental well-being
Empowerment to manage financial well-being and help plan for the future

Fulltime

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Client Onboarding Sr Analyst

The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-dep...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills. Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
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

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 excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
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
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

Client Onboarding Sr Analyst

The Client Onboarding Sr Analyst role focuses on customer interaction, documenta...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
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

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 excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
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
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

What we offer

Global benefits designed to support well-being, growth, and work-life balance

Fulltime

Client Onboarding Sr Analyst

The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-dep...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
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

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 excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
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
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent (Finance, Accounting, Math, or Management preferred)
Extensive experience in global financial institutions, preferably in Securities Services Operations and/or a similar position with strong client focus
Proven senior business analytics capability with excellent end-to-end operational process understanding
Proven ability to drive change in complex, dynamic environments
Track record handling complex/sensitive situations, including risk identification/remediation
Exceptional written/verbal communication, able to influence senior levels
Self-reliant, results-oriented problem solver
Strong organizational/project management skills
performs effectively under pressure, prioritizes deadlines
Experience collaborating with regulatory bodies, internal/external auditors

Job Responsibility

Support client Operational and Onboarding needs spanning all Products within the Issuer and Investor Services business relating to Fund Accounting, Middle Office, Transfer Agency, Securities Lending, Issuer Services, and Custody
Support Luxembourg Client Implementations and Change - will be responsible for supporting core Luxembourg Client Implementations tasks (relating to originations and business growth) and delivery of client change projects in line with service strategy and initiatives
Applies strong knowledge and expertise in the products and capabilities of the Investor Services Business, including but not limited to Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset Servicing, Cash/FX, Tax Operations, and Lending
Manage client inquiries, ensuring timely responses and escalation of critical issues
Proactively manage client expectations with transparent communication and realistic resolution timelines
Act as a Subject Matter Expert (SME), providing authoritative guidance and innovative solutions
Support timely task completion and prevent SLA breaches
Accountable for remediating aged queries and enhancing client satisfaction
Participate in Client meetings and calls with business partners – Service Reviews, Issue Logs, DDQ etc
Support review Client Scorecards/Temp checks/KPI's and own follow up of action as required

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Equities Delta 1 Middle Office Senior Analyst

Equity Swaps Middle Office sits within Citi Market Operations supporting the Del...

Location

Hong Kong SAR , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience in a related role, with client-facing exposure
Relevant degree (Business, Accounting, Finance) or equivalent work and industry experience preferred
Cash Equity and Equity Swap product knowledge, and understanding of lifecycle management (trade capture, settlements, reconciliations) essential
Client Service experience preferred, preferably within Prime Brokerage
Energetic, flexible, collaborative and proactive
leadership qualities with strong risk management and control mindset
Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations
able to draw on diverse range of internal and external sources
Self reliant, good problem solver, results orientated
Corporate Actions experience highly preferable

Job Responsibility

Primary contact for client operational queries for select client base, and management of client trade and settlement activity
Provide support to Front Office Sales and Trading around trade execution and lifecycle management (primarily on equity hedge and swap & P-Note)
Support trade capture management and client allocation, Front to Back reconciliation and identifying operational risk and connectivity issue resolution with our tech partners
Manage new client onboarding to our Prime Swap platform
Drive the development of new techniques for the trade life cycle, and improve processes and workflows to reduce Manual Touch Points
Help maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
Contribute to bank change projects and offer advanced solutions and resolve complex trade flow problems
Provide leadership for the team, coach and train new recruits, and provide guidance and support to junior staff

What we offer

Global benefits designed to support well-being, growth, and work-life balance

Fulltime

Supplier Onboard Analyst

The Client Onboard Intmd Analyst is a developing professional role, integrating ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-10 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, with 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
consistently demonstrates clear and concise written and verbal communication skills
proficient in handling urgent and escalation cases and managing client and internal team expectations
proficient knowledge of English (written and spoken).

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, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
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
ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner
embarks on continuous on the job training for end to end product knowledge

Fulltime

Client Onboarding Senior Analyst

Citi

Location:
Poland , Warsaw

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 28, 2025

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Client Onboarding Senior Analyst

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Location:Poland , Warsaw

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 28, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
Poland , Warsaw

Category:
Banking

Contract Type:
Not provided

Job Posted:
December 28, 2025