Client Onboarding Associate Analyst

Client Onboarding Associate Analyst

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The Reference Data Services Associate Analyst is a developing professional role. The role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. It integrates established disciplinary knowledge within its specialty area with a basic understanding of related industry practices. The analyst has a good understanding of how the team interacts with others to accomplish its objectives, develops industry knowledge and standards, and exchanges information in a concise, logical manner while being sensitive to diverse audiences.

This role has a limited but direct impact on the business through the quality of the tasks and services it provides, with impact confined to the analyst’s team.

• 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.
• Liaise other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data.
• Ensure that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established.
• Verify all details of the client/product from a regulatory and control perspective for Institutional Client Accounts.
• Deliver 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.

• 0‑2 years relevant experience.
• Advanced knowledge of MS Office Suite, including proficiency in Excel and Access.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Demonstrated organization skills with an excellent attention to detail.
• Ability to focus on high‑quality work.

• Bachelor’s/University degree or equivalent experience.

Work schedule:

Monday through Friday from 8:30 am to 5:30 pm.

Primary location:
Getzville, New York, United States.

Job time type:
Full time.

Job family group:
Operations – Services;
Job family:
Reference Data Services.

Salary range: $55,341.00 – $68,270.00 per year.

Benefits:
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also provides 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  Offerings may vary by jurisdiction, job level, and date of hire.

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

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

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.