Client Onboarding Associate Analyst

The Client Onboarding Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. 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. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. 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:

• Works directly with clients to obtain all necessary documents and information needed to ensure a seamless onboarding.
• Responsible for all tasks associated to complete the onboarding process.
• Responsible for coordination of onboarding with internal partners, including sales, risk, legal, tax, kyc-etc.
• Liaises 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 all details of the client/product from a regulatory and control perspective for Institutional Client Accounts.
• Delivers routine and defined tasks daily, while developing knowledge of the broader context in which work is being performed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. 

Qualifications:

• 0-2 years relevant experience
• Consistently demonstrates clear and concise written and verbal communication skills.
• Demonstrated excellent attention to detail
• Demonstrated ability to manage multiple tasks simultaneously.
• Demonstrated organization skills and time management
• Ability to focus on high quality work

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Operations - Services

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Job Family:

Reference Data Services

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$55,341.00 - $68,270.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Apr 24, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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