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Client Onboarding Analyst
1 week ago
The Client Onboarding Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
Qualifications:
0-2 years relevant experience 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 complianceEducation:
Bachelor's/University degree or equivalent experience------------------------------------------------------
Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Client Onboarding------------------------------------------------------
Time Type:
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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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
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