Officer, Client Onboard Intermediate Analyst

Citi is looking for a Client Onboarding Analyst to join its Treasury and Trade Solutions (TTS) onboarding team, playing a key role in delivering accurate and timely account opening and maintenance services for internal stakeholders. In this role, you will manage end-to-end documentation processing and account administration functions that directly support the quality and efficiency of Citi's client onboarding operations. This is an opportunity to build deep operational expertise within a structured, process-driven environment at one of the world's leading financial institutions.

Responsibilities

• Manage the end-to-end account opening and maintenance process, including documentation issuance, review, system setup, and daily tracking of in-progress and pending cases to ensure timely and accurate completion.
• Handle physical document processing and scanning activities as part of the daily operational workflow, maintaining high standards of accuracy and organisation throughout.
• Monitor service delivery against defined service level agreements, identifying gaps and implementing process adjustments to consistently meet quality and efficiency targets.
• Coordinate with internal teams and stakeholders to resolve account-related queries, escalate issues where appropriate, and maintain clear and professional written and verbal communication throughout.
• Maintain full compliance with internal policies, regulatory requirements, and procedural guidelines, applying sound judgement to identify and escalate control or risk concerns.
• Identify opportunities to improve existing workflows and contribute to process changes that enhance the accuracy and efficiency of account servicing operations.
• Develop and maintain up-to-date knowledge of onboarding products and procedures through continuous on-the-job learning, supporting colleagues and senior stakeholders as a subject matter resource.

Required Qualifications & Skills

• Bachelor's degree or equivalent practical experience in a relevant field.
• Fluent written and spoken English, with the ability to communicate clearly and professionally with internal stakeholders across multiple teams.
• Demonstrated ability to manage high volumes of structured, detail-oriented work in a time-sensitive environment while maintaining accuracy and consistency.
• Proficiency in Microsoft Office applications, with the ability to use standard tools to manage, track, and report on operational tasks.
• Proven capability to work both independently and collaboratively within a team, with strong organisational skills and the ability to prioritise effectively under pressure.
• Competence in handling escalated or urgent cases with composure, managing expectations professionally and resolving issues in a structured and timely manner.

Beneficial Skills & Qualifications

• 2–5 years of experience in documentation review, account maintenance, or cash product operations within a financial services environment.
• Familiarity with account onboarding processes or client data administration within a banking or financial institution.
• Prior exposure to client interaction or internal stakeholder management within an operational or administrative setting.

What We Offer

At Citi, you will be part of a collaborative TTS onboarding team that values precision, accountability, and continuous improvement. This role offers a stable and structured environment where you can develop your operational expertise and build a strong foundation within a global financial institution known for its scale and impact.

• On-site role with a consistent, structured working environment that supports clear routines and focused day-to-day delivery.
• Continuous learning through on-the-job training, helping you build end-to-end product knowledge and grow within the onboarding function.
• Exposure to cross-functional teams and internal stakeholders, broadening your understanding of how operational functions support a global banking institution.
• A clearly defined role with the opportunity to develop subject matter expertise and take on greater responsibility over time.
• Access to Citi's global network, professional development resources, and employee wellbeing programmes.

Apply now to bring your operational precision and attention to detail to a team where the quality of your work has a direct impact on Citi's onboarding standards and internal service delivery.

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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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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