Client Onboarding Analyst

The Reference Data Services Analyst 2 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:

• Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.

• Identify opportunities for improvements to quality of data and client service levels

• Acts as backup for manager

• Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.

• Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
  
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Qualifications:

• 0-2 years of relevant experience in client/counterparty/account data management within a global financial services organization

• Good awareness of client needs/expectations

• Financial services related qualifications (e.g. IAQ or similar)
  
  

What we offer:

• Competitive salary connected with annual salary review and discretionary annual performance bonus

• Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)

• Hybrid model of work – from modern office and from home

• Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with

• Structured onboarding process and extensive training offering (e.g., including Udemy, Degreed)

• Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas

• Unlimited development opportunities within Citi global network.

• Exposure to a wide range of internal stakeholders as well as to senior management
  
  
  
  

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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.

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