Client Onboarding Intermediate Associate Analyst

The Reference Data Services Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner.

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

• 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 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.
• 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.

• 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

Job Family Group: Operations - Services
Job Family: Reference Data Services
Time Type: Full time
Primary

Location:

Getzville New York United States
Salary Range: $61,120.00 - $85,280.00

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Competitive employee benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs. Paid time off packages include vacation, sick leave, and holidays. For additional information, visit  Available offerings may vary by jurisdiction, job level, and date of hire.

Jan 22, 2026

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