Custody Client Onboarding Analyst

Posted:
9/24/2024, 7:59:35 AM

Location(s):
Masovian Voivodeship, Poland

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support

The NAM (North America) Custody Client Onboarding Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Typically deals with variable issues with potentially world-wide business impact. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

 

On your typical day you will be mostly:

  • Responsible for close working relationship with internal and external corporate clients across entire account opening and/or maintenance process for simple and mid-complex deals (interacting with customers, managing documentation, resolving customer issues)

  • Responsible for excessive cooperation with global partners & stakeholders within NAM time shift –2 pm to 10 pm CET, Mon to Fri (bear in mind this is a client facing role)

  • Taking part occasionally in projects in the account services space (all scenarios of account opening and maintenance processing) & ensuring they are fully compliant with internal processes, regulations, policies

  • You will have to follow the internal processes, regulations, policies, guidelines, procedures, and practices

Is it you we’re looking for?

  • You are advanced in English – C1 - written and spoken

  • You are able to communicate with senior stakeholders

  • You are able to work in a structured, high volume, time sensitive environment and you are not afraid of multitasking

  • You are a people person, open to delivering superior customer service

  • You are motivated, extremely well-organized and very detail-oriented

We offer:

  • Competitive salary connected with annual salary review and discretionary annual performance bonus

  • Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)

  • Hybrid model of work – from modern offices and from home, flexible working hours

  • Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with

  • Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)

  • Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas

  • Unlimited development opportunities within Citi global network.

  • Exposure to a wide range of internal stakeholders as well as to senior management

#LI-AM6

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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