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The Client Onboarding Intermediate Analyst is a key professional role within Citi's Private Client Coverage team. This position plays a crucial part in ensuring a seamless and efficient onboarding experience for our clients.
Key Responsibilities- Process account opening or maintenance requests in a timely and accurate manner.
- Liaise with downstream partners to ensure requests are completed efficiently and maintain constant communication with banking team partners.
- Ensure all documentation received is current, accurate, and complete.
- Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient and efficient processing.
- Provide exceptional customer service and teamwork to Banking teams and other internal partners.
- Continuously innovate by analyzing onboarding processes and systems to ensure efficiency and effectiveness.
- 2-5 years relevant experience in financial services.
- Licensing (Series 7, 63, and 65 or 66) beneficial but not required.
- Self-motivated, proactive, and eager to improve existing processes.
- Extremely detail-oriented.
- Excellent team player.
- Strong ability to manage multiple concurrent deadlines, prioritize, and work well under pressure.
- Strong verbal and written communication skills.
- Demonstrated interest in the fields of operations and compliance.
- Bachelor's/University degree or equivalent experience.
Bilingual, with intermediate/high level of English.