Client Onboarding Intermediate Associate Analyst
Company: Citi
Location: Getzville
Posted on: February 25, 2021
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Job Description:
The Client Onboarding Intermediate Associate Analyst is a
developing professional role which integrates in-depth specialty
knowledge with a solid understanding of industry standards and
practices; demonstrates good understanding of how the team and area
integrate with others in accomplishing the objectives of the
subfunction/ job family. Applies analytical thinking and knowledge
of data analysis tools and methodologies. Breaks down information
in a systematic and communicable manner. Developed communication
and diplomacy skills are required in order to exchange potentially
complex/sensitive information. Moderate but direct impact through
close contact with the businesses' core activities. Quality and
timeliness of service provided will affect the effectiveness of own
team and other closely related teams. Responsibilities: Responsible
for a wide range of duties from account opening to account
maintenance, to internal partner support with extensive client
interface. Responsible for ensuring a smooth process in handling
all of the aspects of on-boarding a client. Liaise with clients and
internal teams in to ensure that time to market is minimized and
that transparency can be provided around processes. Responsible for
identifying opportunities to centralize and optimize processes to
improve client satisfaction and the overall group performance.
Support and monitor the timely and accurate execution of client and
internal requests to the group. Provides additional support through
the population of account opening, market opening and tax
documentation, ensuring all documents are collected, verified and
stored, and provide status back to the client. Perform client
documentation searches across internal and external sites and
compile client profiles. Interacts with client regarding the latest
status and current on-boarding actions. Partner with internal teams
to ensure regulatory reviews on all clients are performed. Ensure
all client review materials are in place and completed. Provide
guidance in the role of subject matter expert in the areas of
account opening, tax and local market documentation to both Citi
staff and external clients. Participate in initiatives to improve
the client and account management process. Maintain data on end to
end processes for tracking turnaround times of deliverables from
team and other processing areas. Appropriately assess risk when
business decisions are made, demonstrating particular consideration
for the firm's reputation and safeguarding Citigroup, its clients
and assets, by driving compliance with applicable laws, rules and
regulations, adhering to Policy, applying sound ethical judgment
regarding personal behavior, conduct and business practices, and
escalating, managing and reporting control issues with
transparency. Qualifications: Previous, client facing, middle
office or operations financial services experience. Some knowledge
of capital market products. Possess excellent interpersonal,
business writing, and verbal/presentation skills including good
communication skills with the ability to be assertive. Past
successes in contributing to business transformation projects.
Strong analytical and creative solutioning abilities. Strong
organization skills with high attention to details. Self-motivated.
Education: Bachelor--'s/University degree or equivalent experience
Job Family Group: Customer Service Job Family: Institutional Client
Onboarding Time Type: 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 Accessibility at Citi . View
the " EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement . View the Pay Transparency
Posting
Keywords: Citi, Buffalo , Client Onboarding Intermediate Associate Analyst, Professions , Getzville, New York
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