Client Onboarding Intmd Assoc Analyst - Tampa, United States - Citi

Citi

Verified Company

Tampa, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

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 onboarding 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 onboarding actions.
Partner with internal teams to ensure regulatory reviews on all clients are performed.
Ensure all client review materials are in place and completed.
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.

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
Selfmotivated and detail oriented
Spoken and written foreign language skills a plus.

Education:

Bachelor's/University degree or equivalent experience

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Primary Location:

Tampa Florida United States
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Primary Location Full Time Salary Range:
$56, $78,180.00

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Anticipated Posting Close Date:

May 06, 202- 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.

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EEO is the Law" poster. View the
EEO is the Law Supplement.

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EEO Policy Statement.

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