B10 - Client Onboard Assoc Analyst - GETZVILLE, NY (hybrid)

The Loans Client Onboarding Team is responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they are ready to do business with Citi. This will involve liaising with clients and several teams in Account Opening, Account Processing, Tax, Compliance, Operations, etc to ensure that time to market is minimized and that transparency can be provided around the process. The Client Onboarding team is a cross asset class function responsible for both the client experience during the onboarding process and the overall quality of client/customer data. Client Onboarding is part of the Data and Regulatory Operations department within the Services, Markets, Banking & International and Client Operations group.

Responsibilities:
Deliver overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements

Owning the onboarding request from end to end
Ensuring the continued progression of the onboarding request through the processes as quickly and effectively as possible
Communicating the status to internal and external parties on a regular basis
Manage the requests in the pipeline and then provide relevant status updates to end users (i.e. regional head, credit officers, legal heads, desk heads, and general managers)
Effectively following up in a timely, professional manner
Manage your own pipelines and be aware of when to escalate issues
Identify and escalate issues with the processes
Qualifications:
BA/BS Degree or equivalent job experience
1-2 years of experience in financial services preferably in a client facing operations role
The candidate should be comfortable in a fast paced, multi-tasked environment, and be customer service orientated
Possess excellent interpersonal, business writing, and verbal/presentation skills including good communication skills with the ability to be assertive
A strong understanding of operational processes, challenges and issues
Previous Client Onboarding/KYC or similar experience is a plus
Strong communications skills
Strong organization skills with high attention to details
Microsoft Office
Education:
Bachelor’s/University degree or equivalent experience
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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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Primary Location:
Getzville New York United States

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Primary Location Full Time Salary Range:
$55,341.00 - $68,270.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Apr 18, 2024 ------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review

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