Client Onboarding Documentation Analyst - Remote

Overview

The Client Onboarding Documentation Analyst will be a key player in Citi’s Client Onboarding Team, responsible for ensuring a positive onboarding experience for clients by managing documentation processes and engaging with stakeholders.

In Short

• Coordinate and execute the documentation process for client account openings.
• Act as the Single Point of Contact for clients, addressing queries efficiently.
• Enhance client experience by simplifying internal processes.
• Conduct regular updates with customers on account opening status.
• Perform due diligence on documentation for legal and regulatory compliance.
• Update documentation status in the inventory database.
• Manage client queries using a project management approach.
• Coordinate special projects such as mergers and acquisitions.
• Work independently as part of a team.
• Contribute to a business casual workplace with a hybrid working model.

Requirements

• 1-4+ years of experience in Corporate Customer Service, KYC, or Project Management.
• Fluent in English.
• Experience in a documentation or legal environment is preferable.
• Strong investigative and analytical skills.
• Ability to maintain business partnerships and client relationships.
• Independent and team-oriented work ethic.

Benefits

• Private Medical Care Program.
• Life Insurance Program.
• Pension Plan contribution.
• Employee Assistance Program.
• Paid Parental Leave Program.
• Sport Card and Holidays Allowance.
• Access to learning and development resources.
• Annual performance-related bonus.
• Opportunities to participate in charity initiatives.
• Inclusive workplace culture.