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.
Job Family Group
Customer Service
Job Family
Institutional Client Onboarding
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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