Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in Citi’s Client Onboarding Team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview:

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for account opening, account maintenance, technical integration, and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. We are a team that is obsessed about providing a positive onboarding experience for our clients.

As TTS Documentation Specialist you will be responsible for engaging with both clients and internal stakeholders as part of the Account Opening and/or Account Maintenance processes. You will be responsible for delivering on your own portfolio of client onboarding projects, working directly with specific ‘top tier’ clients and their global treasury organizations.

This is a 6 months' assignment, after which there will be a possibility of contract extension, dependent on business needs.

What you’ll do:

• Coordination and execution of the documentation process - document tailoring, issuance, validation, and execution for clients account openings across multiple jurisdictions.

• Ensure customer queries are answered in the most efficient way possible, acting as the clients Single Point of Contact and engage with Global partners where necessary to meet our client’s requirements

• Enhance the Client Experience and be the clients advocate in simplifying and improving our internal processes

• Attend regular conference calls with customers to provide updates on the account opening status for the completion of documentation as required

• Perform a complete review and due diligence of the documentation ensuring all Citi, Constitutive documents provided are in line with all legal and regulatory requirements

• Updating documentation and processing status in the inventory database as per clearly defined processes

• Own your client queries end to end using project management approach

• Co-ordinate and control special projects (mergers/acquisitions/tax payments etc.) where applicable

What we’ll need from you:

• 1-2 years of relevant Corporate Customer Service/KYC/Financial Client Onboarding and/or Project Management experience

• Fluent English is mandatory

• Experience in a process driven, documentation or legal environment preferable

• Proven ability to establish and maintain business partnerships and client relationships

• Strong investigative and analytical skills

• Ability to work independently within a team environment

• Additional language knowledge of French/Hebrew/Russian would be an asset

What we can offer you:

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

 

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees

 

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

 #LI-EŁ1

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Primary Location Full Time Salary Range:

81 660,00 zł - 119 240,00 zł

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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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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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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.

 

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 review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.