Client Onboard Intermediary Analyst - Officer

Citi Handlowy

Not specified
Documentation review experience
Account opening and maintenance processing
Risk management and compliance adherence
Citi Handlowy is seeking a Client Onboard Intermediary Analyst with 2-5 years of experience in documentation review and account maintenance. The role focuses on customer interaction, quality service delivery, and compliance with internal processes, requiring strong communication skills and attention to detail

Job Summary

  • The role involves managing the end-to-end account opening and maintenance processes while ensuring strict compliance with internal regulations and policies.
  • Candidates must demonstrate strong analytical thinking to interpret data and resolve complex customer issues independently.
  • The position requires maintaining a robust culture of risk and controls while delivering high-quality service to institutional clients.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Client Onboard Intermediary Analyst with 2-5 years of experience in documentation review and account maintenance. The role focuses on customer interaction, quality service delivery, and compliance with internal processes, requiring strong communication skills and attention to detail.

Skills & Requirements

Must-have

  • Documentation review experience
  • Account opening and maintenance processing
  • Risk management and compliance adherence
  • Client interaction and issue resolution
  • Microsoft Office proficiency

Nice-to-have

  • Project management in account services
  • Cross-functional relationship building
  • Process improvement and innovation
  • High volume time sensitive environment
  • Continuous learning mindset

Key Requirements

  • 2-5 years experience in documentation review
  • Bachelor's degree or equivalent experience
  • Proficient knowledge of English written and spoken

Work Rights

Not specified

Tailored Resume

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