BuffaloRecruiter Since 2001
the smart solution for Buffalo jobs

Client Onboarding Intermediate Onboarding Analyst

Company: Citi
Location: Burt
Posted on: February 25, 2021

Job Description:

The Clnt Onbrd Intmd Assoc 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. Consistently demonstrates clear and concise written and verbal communication skills Self-motivated and detail oriented Spoken and written foreign language skills a plus. Education: Bachelor--'s/University degree or equivalent experience Job Family Group: Customer Service Job Family: Institutional Client Onboarding Time Type: Full time 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 Onboarding Analyst, Professions , Burt, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Part-Time Training Bus Driver - Paid CDL training - Girard, PA (Girard,PA)
Description: Student Transportation of America STA is now seeking school bus drivers for Fall routes in the Wilkes-Barre, PA area. These part-time
Company: Student Transportation of America
Location: Girard
Posted on: 03/3/2021

Team Owner Operators
Description: br br br Team Owner Operators Needed Multiple Pay Options to Choose From Run Low, Average or High Miles and MAKE MORE br br OWNER OPERATOR POSITIONS br br 1 Pay Option: All Inclusive (more...)
Company: MDS Trucking V, Inc. - Skyway Holdings, Inc.
Location: Niagara Falls
Posted on: 03/3/2021

CDL Class A Shuttle Tractor Trailer Driver
Description: Daytime Route Delivery DriversCDL Class ACheektowaga, NY HOME DAILYEstimated annual earnings: 47,000 - 55,000 dependent on assigned route Genesis is a third party logistics company that manages the (more...)
Company: Genesis Logistics
Location: Niagara Falls
Posted on: 03/3/2021


Local Class A Driver
Description: Job Description DRIVE FOR PYLE Proudly ranked alongside many other notable companies on Transport Topic's 2020 Top For-Hire Carrier list A. Duie Pyle currently has an opening for a Local Class A (more...)
Company: A. Duie Pyle
Location: Tonawanda
Posted on: 03/3/2021

CDL A Truck Driver - Industry Leading Pay - All NEW Equipment
Description: Variant Offers Industry Leading Pay and Many More Great Benefits HAVE WHAT IT TAKES To all the drivers looking to make a move - don't
Company: Variant
Location: Erie
Posted on: 03/3/2021

TRKDRVR. com: Cdl A Truck Drivers Great Pay & Benefits
Description: You Deserve More As An Experienced CDL A Driver. Drivers with 3 Months experience and a Class A CDL are in high demand across the nation. Now is the time to look and se what opportunities
Company: TRKDRVR. com
Location: Jamestown
Posted on: 03/3/2021

A. Duie Pyle: Night Shuttle Driver
Description: Job Description DRIVE FOR
Company: A. Duie Pyle
Location: Tonawanda
Posted on: 03/3/2021

CDL-A Experienced OTR Truck Drivers
Description: Drivers benefit from Medical, Dental, Vision and
Company: Variant
Location: Niagara Falls
Posted on: 03/3/2021

Instacart Shopper - Delivery Driver
Description: FULL-SERVICE SHOPPER Why shop and deliver with Instacart Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and accessible (more...)
Company: Instacart
Location: Niagara Falls
Posted on: 03/3/2021

Get New Carpenter Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Tonawanda
Posted on: 03/3/2021

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Buffalo RSS job feeds