Client Onboarding Analyst
Content + Source + Freshness • 14 Dec 2025 • 95% confidence
Offer value
While not as prescriptive as governance roles, this position provides ample opportunity for professional growth and interaction with clients, but has a lower salary ceiling.
- Salary details unspecified but competitive for entry-level roles
- Great opportunity to develop client management skills
- Hybrid work model with flexibility
- Catering to those interested in financial services
Pros
- Strong opportunity for growth in client relations
- Hybrid work model allowing flexibility
- Chance to develop foundational knowledge in financial services
Cons
- Lower salary range compared to senior governance roles
- Demands efficiency and proactivity in client service
- May face high-pressure situations with client expectations
Who it's for
Junior / Entry to Mid-Level • Hybrid / office-based
Good fit
- Recent graduates in finance or business fields
- Professionals looking to start a career in client services
- Individuals with strong interpersonal skills
Not recommended for
- High-level professionals seeking senior roles
- Candidates averse to customer interaction
- Those preferring less responsibility and oversight
Motivation fit
Key skills
About the job
We're seeking a Client Onboarding Analyst to join our team and play a critical role in ensuring a smooth and efficient onboarding experience for our clients.
If you are looking for a position what can give you a professional career boost, then this is the right place for you!
Join our Custody Implementation Team and gain valuable experience in global custody, tax implications, asset servicing, and diverse local markets. Develop a comprehensive understanding of the financial services landscape, providing a strong foundation for career advancement. Drive seamless client onboarding and shape the future of client relationships! Apply now!
What You’ll Do:
- Own the client onboarding process from start to finish, including documentation review, account setup, and ongoing maintenance.
- Provide outstanding customer service and resolve client inquiries with expertise and efficiency.
- Support, understand and implement client requirements. Monitor customer satisfaction and service level and drive process changes, provide innovative solutions to clients.
- Manage daily account opening and maintenance activities, ensuring accuracy and adherence to regulatory requirements.
- Work closely with Sales, Compliance, Credit, Legal and Tax teams to onboard new clients, while ensuring excellent customer service and a smooth process
- Participate in projects within the account services space, collaborating effectively with cross-functional teams.
- Promote a strong risk management culture and ensure regulatory compliance
What We're Looking For:
- Bachelor’s/University degree
- Advanced level of English (written and spoken) as you will have a direct contact with our clients
- 0-2 years of experience in roles, such as Client Onboarding, Custody, Treasury and Trade-related position, Client Documentation Review, Account Maintenance, Customer Due Diligence, AML, KYC.
- Excellent interpersonal and communication skills as you will directly interact with large institutional clients and regulators
- Good time management skills,
- Strong analytical and problem-solving skills, with a keen eye for detail.
- Good understanding of finance
- Availability to work during North America Working Hours
What we can offer you
By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:
- Private Medical Care Program
- Life Insurance Program
- Pension Plan contribution (PPE Program)
- Paid Parental Leave Program (maternity and paternity leave)
- Holiday Allowance
- Sport Card + Sport and team recreation activities
- Access to an array of learning and development resources
- A discretional annual performance related bonus
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.
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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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