The Client Onboard Analyst 1 is an individual contributor role and will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all deliverables day to day are met. Works directly with different business groups to open current and Incremental accounts once due diligence on KYC and other legal documentation has been completed. Ensure all account opening related documents are reviewed thoroughly. Works directly with stakeholders to access documentation requirements and reference data. Ensure all SLAs are met. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in-depth knowledge of team objectives.
Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically, responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.
Primary responsibilities include (but are not limited to) following:
• Processes New and Incremental account openings, perform maintenance on existing clients accounts and account closur
📌 Client Onboard Analyst 1 (Pune)
🏢 Citi
📍 Pune