CrawlJobs Logo

Custody Client Onboarding Senior Analyst

Poland, Warsaw Employment contract 165020.00 - 280980.00 PLN / Year · Job Posted May 14, 2026
Apply Position
Job Link Share

Job Description

Are you looking for a career move that will put you at the heart of a global financial institution? Join our Custody Implementation Team. By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

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, while ensuring excellent customer service and a smooth process
  • Lead projects within the account services space, collaborating effectively with cross-functional teams
  • Develop and implement new work procedures and analyze complex issues to optimize efficiency and mitigate risk, reduce performance metrics to track defects and productivity
  • Promote a strong risk management culture and ensure regulatory compliance.

Requirements

  • Advanced level of English (written and spoken)
  • 5-8 years of experience in client facing roles, such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Customer Due Diligence
  • Experience with Custody is a big advantage
  • Excellent interpersonal and communication skills
  • Good time and project management skills
  • Strong analytical and problem-solving skills, with a keen eye for detail.

What we offer

  • Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
  • Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
  • Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
  • Employee Assistance Program financed by Employer
  • Paid Parental Leave Program (maternity and paternity leave
  • statutory and 2 weeks additional paid paternity leave)
  • Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
  • Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
  • Additional day off for volunteering
  • Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
  • Opportunity to receive an annual discretionary incentive award
  • Special offers and discounts for employees

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Custody Client Onboarding Senior Analyst

8 matching positions

Client Onboarding Senior Analyst

Drive seamless client onboarding and shape the future of client relationships! W...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience in documentation and client facing roles, such as Customer Service, Client Onboarding, Custody, Treasury and Trade related position, Client Documentation Review, Account Maintenance, Customer Due Diligence, AML, KYC
  • Bachelor’s/University degree
  • Advanced level of English (written and spoken)
  • Excellent interpersonal, communication skills
  • Good time and project management skills
  • Strong analytical and problem-solving skills, with a keen eye for detail
  • Demonstrated commitment to risk management and regulatory compliance
Job Responsibility
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
  • Lead projects within the account services space, collaborating effectively with cross-functional teams
  • Develop and implement new work procedures and analyze complex issues to optimize efficiency and mitigate risk, reduce performance matrices to track defects and productivity
  • Promote a strong risk management culture and ensure regulatory compliance
  • Mentor and train junior team members
What we offer
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
  • Regular working time schedule
  • Sport Card + Sport and team recreation activities
  • Access to an array of learning and development resources
  • A discretional annual performance related bonus
  • Competitive base salary (annually reviewed)
  • Fulltime
Read More
Arrow Right

Transaction Capture Senior Analyst

The Transfer Agency Transaction Capture Senior Analyst is an experienced operati...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–5 years of experience in Transfer Agency operations, fund administration, or a comparable post‑trade / investor services environment
  • Strong working knowledge of TA transaction processing, dual control principles, and operational risk management
  • Experience operating in a maker/checker or quality control role within a regulated operations environment
  • Demonstrated ability to manage high‑volume processing with strong attention to detail and accuracy
  • Effective problem‑solving skills with the ability to analyze issues, identify root causes, and propose sustainable solutions
  • Strong written and verbal communication skills
  • able to interact effectively with internal and external stakeholders
  • Ability to work under pressure, manage multiple priorities, and meet strict deadlines in a fast‑paced environment
  • Bachelor’s degree / University degree or equivalent relevant experience
Job Responsibility
Job Responsibility
  • Process, validate, and authorize client instructions across core transfer agency activities including subscriptions, redemptions, switches, transfers, distributions, and investor maintenance events
  • Act as Maker and/or Checker, ensuring dual control, accuracy, and completeness of all transactions processed in line with TA procedures and service level agreements (SLAs)
  • Perform transaction validation against fund documentation, prospectuses, client agreements, and applicable regulatory requirements
  • Support daily, monthly, and ad‑hoc reconciliations including cash, unit/shares, suspense, and register integrity controls
  • Identify, investigate, and resolve transaction breaks, inquiries, and exceptions, ensuring appropriate escalation of aged or high‑risk items
  • Proactively identify operational risk, control weaknesses, and process gaps, recommending remediation actions to management
  • Ensure full compliance with internal control frameworks, audit requirements, operational risk policies, and regulatory obligations
  • Support incident management by contributing to root cause analysis, corrective actions, and control enhancements
  • Manage and respond to internal, external & third-party inquiries related to TA transactions in a professional and timely manner
  • Partner with internal stakeholders such as other functions within the KL Transfer Agency department, onboarding, AML/KYC, fund accounting, and custody teams to resolve end‑to‑end processing issues
  • Fulltime
Read More
Arrow Right

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Business Analyst Advanced

We are looking for an experienced Business Analyst Advanced to support a client-...
Location
Location
United States , Boston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Significant business analysis experience within financial services, preferably in a client-facing onboarding or change delivery capacity
  • Strong understanding of trade lifecycle activities, cash movements, and corporate actions across operational processes
  • Knowledge of custody-related environments and third-party service models is highly valued
  • Demonstrated ability to manage competing priorities while maintaining accuracy, responsiveness, and stakeholder confidence
  • Excellent communication and presentation skills, with the ability to interact effectively with clients and senior stakeholders
  • Hands-on experience with reporting and analytics tools such as Microsoft Excel, PowerPoint, and Tableau
  • Proven background in planning, due diligence, governance reporting, and cross-functional coordination
  • Bachelor’s degree preferred, or equivalent practical experience with a substantial track record in relevant business environments
Job Responsibility
Job Responsibility
  • Lead third-party onboarding activities from initial assessment through implementation, testing, launch preparation, and post-go-live stabilization
  • Act as the primary contact for clients and external service partners, translating current operating models into practical future-state onboarding plans
  • Coordinate closely with product, operations, reference data, testing, and technology teams to define scope, dependencies, and delivery milestones
  • Oversee connectivity and messaging readiness, including certification planning, issue resolution, and management of non-standard requirements
  • Monitor testing progress, guide defect triage, and confirm that entry and exit criteria are met before each implementation stage
  • Produce dashboards, status reporting, and metrics that highlight delivery progress, quality indicators, risks, and key decisions
  • Identify process gaps and strengthen controls to improve onboarding quality, transparency, and execution consistency
  • Provide day-to-day direction to offshore support resources, promoting strong service levels, accountability, and collaboration across locations
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Pharmacy Intern

You’ve invested a lot of time and energy in your education. Now you want the cha...
Location
Location
United States , Collegeville
Salary
Salary:
18.00 - 19.75 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
August 07, 2026
Flip Icon
Requirements
Requirements
  • Accepted into or actively enrolled in an ACPE accredited college or school of pharmacy
  • 0-3 years relevant work experience
  • Must possess or be in process of obtaining valid intern and/or technician licensure as required
  • Strong communication and presentation skills
  • Complete all required training within state guidelines and required timeframe
  • Have regular and predictable attendance, including nights and weekends
  • Be mobile and remain upright for extended periods of time
  • Lift, scan, and bag items
  • Finger Dexterity: Picking, pinching, typing or otherwise working primarily with fingers rather than whole hand or arm
  • Reach overhead
Job Responsibility
Job Responsibility
  • Patient Safety
  • Pharmacy Professional Practice
  • Regulatory Requirements
  • Quality Assurance
  • Customer Service
  • Inventory Management
  • Workflow Management excluding final prescription verification
  • Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team
  • Seek new ways to grow, collaborate with others, and deliver better outcomes
  • Align others around our purpose to bring your heart to every moment of your health and gain support and commitment
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • Parttime
Read More
Arrow Right
New

Foreign Pharmacy Grad - International Pharmacy Intern

You’ve invested a lot of time and energy in your education. Now you want the cha...
Location
Location
United States , Simi Valley
Salary
Salary:
Not provided
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
August 07, 2026
Flip Icon
Requirements
Requirements
  • High School Diploma or General Equivalent Development (GED)
  • Doctorate (PharmD) or equivalent Pharmacist degree from a Non-US accredited school of pharmacy
  • active Pharmacy Intern license in state where district is located
  • 0 to 3 years prior related work experience
Job Responsibility
Job Responsibility
  • Greet each customer in a courteous and professional manner both in-store and at the drive thru window
  • Assist all pharmacy and front store customers with their questions and concerns
  • Answer telephone with a warm and friendly greeting
  • Request additional help and work with others to find solutions when needed to maximize customer satisfaction
  • Remove obstacles to make customers' experiences easier when possible
  • Perform approved register transactions including cash, check and charge, bagging merchandise upon completion of sale
  • Engage with customers and seek ways to create heartfelt, personalized moments during their visits
  • Maintain customer/patient confidentiality according to HIPAA and company standards
  • Communicate with customer/patient while protecting their confidential drug information
  • Comply with all federal and state laws, rules, and regulations
What we offer
What we offer
  • medical insurance
  • dental insurance
  • vision coverage
  • paid time off
  • retirement savings options
  • wellness programs
  • Fulltime
Read More
Arrow Right
New

SAP Scm Solution Architect

Are you an expert architect looking for your next high-impact engagement? Our Ed...
Location
Location
Canada , Edmonton
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
August 10, 2026
Flip Icon
Requirements
Requirements
  • Post-secondary degree or diploma in IT, Computer Science, Business, Supply Chain, Finance, or equivalent experience
  • Ten years of experience working with SAP ECC or S/4HANA specifically within Source to Contract or Procure to Pay modules
  • Eight years of experience with enterprise transformation programs, process harmonization, and end-to-end supply chain processes
  • Five years of experience with SAP S/4HANA and Ariba applications, including five years managing financial integration points
  • Five years of experience leading requirement gathering sessions, managing Ariba testing updates, and navigating public-sector procurement frameworks
Job Responsibility
Job Responsibility
  • Own the overall enterprise architecture for supply chain, procurement, and finance processes across multiple integrated SAP platforms
  • Design integration points using SAP BTP Integration Suite, APIs, IDocs, and Datasphere to ensure consistent data flow
  • Lead requirement-gathering workshops with business teams to translate complex operations into sustainable architectural designs
  • Align solution architecture with organizational strategy, public-sector frameworks, and long-term modernization goals
  • Provide architectural direction to functional consultants, developers, and testing teams during solution blueprinting
  • Oversee testing and validation activities, including governance over SAP Ariba and Fieldglass quarterly release cycles
  • Partner with reporting teams to design data models and analytics solutions using SAP Analytics Cloud and Datasphere
What we offer
What we offer
  • client-provided hardware with a laptop or desktop supplied for your use
Read More
Arrow Right
New

Pharmacy Intern

You’ve invested a lot of time and energy in your education. Now you want the cha...
Location
Location
United States , Minneapolis
Salary
Salary:
18.50 - 20.25 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
August 07, 2026
Flip Icon
Requirements
Requirements
  • Accepted into, or actively enrolled in, an ACPE accredited college or school of pharmacy
  • Must possess, or be in the process of obtaining, valid intern and/or technician licensure as required
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists and Technicians manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Offering to counsel, fielding medical questions, and soliciting information on a patient's medical history to provide optimal care, when appropriate under the direct supervision of a licensed pharmacist
  • Taking telephonic prescriptions from the prescriber, and calling the prescriber to clarify prescriptions or facilitate medication changes, where allowed by state regulation
  • Maintaining the highest level of self-awareness and providing in-the-moment coaching, training, and mentoring to pharmacy team members while sharing best practices
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • other programs
  • Parttime
Read More
Arrow Right