Client Onboarding Associate Analyst

Citi Handlowy

Getzville, New York, United States
Base: $55,341.00 - $68,270.00; bonus/equity: discr...
**
Client document and information gathering
Onboarding process coordination
Regulatory and control verification
** Citi Handlowy is seeking a Client Onboarding Associate Analyst to assist in the onboarding process for clients, ensuring compliance with regulatory obligations and coordination with internal teams. The ideal candidate should have strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently. **

Job Summary

  • Works directly with clients to obtain all necessary documents and information needed to ensure a seamless onboarding.
  • Responsible for coordination of onboarding with internal partners, including sales, risk, legal, tax, kyc-etc.
  • Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Client Onboarding Associate Analyst to assist in the onboarding process for clients, ensuring compliance with regulatory obligations and coordination with internal teams. The ideal candidate should have strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently. **

Salary

Base: $55,341.00 - $68,270.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Client document and information gathering
  • Onboarding process coordination
  • Regulatory and control verification
  • Risk assessment and compliance

Nice-to-have

  • Concise and logical information exchange
  • Sensitivity to audience diversity
  • Broader context work understanding

Key Requirements

  • 0-2 years relevant experience
  • Bachelor’s/University degree or equivalent experience
  • Clear and concise written and verbal communication skills
  • Excellent attention to detail
  • Ability to manage multiple tasks simultaneously
  • Organization and time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter