Client Onboarding Intermediate Associate Analyst

Citi • Getzville, NY

6d

About The Position

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Responsible for opening and maintaining customer sub-accounts or product pricing setups, and actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date. Liaises with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data. Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established. Verifies of all details of the client/product from a regulatory and control perspective for Institutional Client Accounts. Serves as escalation point for issues and complex processing. Involved in key projects for unit. Delivers project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work is being performed.

Requirements

• 2-5 years relevant experience
• Consistently demonstrates clear and concise written and verbal communication skills
• Proficient in Microsoft Office with an emphasis on MS Excel
• Self-motivated and detail oriented
• Bachelor's/University degree or equivalent experience
• Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information

Responsibilities

• Opening and maintaining customer sub-accounts or product pricing setups
• Actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date
• Liaising with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data
• Ensuring that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established
• Verifying of all details of the client/product from a regulatory and control perspective for Institutional Client Accounts
• Serving as escalation point for issues and complex processing
• Involvement in key projects for unit
• Delivering project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work is being performed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees