Praca Client Onboarding Analyst

Private Wealth Management Operations, Client Onboarding, Analyst, Warsaw location_on Warsaw, Mazowieckie, Poland OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term...

A global financial services provider is seeking a Client Onboard Intermediate Analyst in Warsaw, Poland. This role involves managing complex client onboarding processes, ensuring compliance, and enhancing client relationships. The ideal candidate will have 2-5 years of experience, excellent communication skills, and strong analytical abilities. The position offers a competitive salary, hybrid...

Client Onboarding Intermediate Analyst with Spanish Join to apply for the Client Onboarding Intermediate Analyst with Spanish role at Citi . The Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry...

A leading global investment bank in Warsaw seeks a Private Wealth Management Operations Analyst to enhance client onboarding processes. The role requires 1-3 years of relevant experience, fluency in English, and strong stakeholder management skills. Responsibilities include data creation and review, compliance testing, and collaboration across teams. The company is committed to diversity and...

Client Onboarding & Maintenance Executive - Analyst page is loaded## Client Onboarding & Maintenance Executive - Analystlocations: Warsawtime type: Full timeposted on: Posted Todayjob requisition id: CMC5017## We're looking for a proactive and diligent KYC Analyst to join our team and help deliver exceptional onboarding experiences for our clients. This role is ideal for someone who thrives in a...

If you are looking for a position what can give you a professional career boost, then this is the right place for you. We're seeking a Custody Client Onboarding Senior Analyst to join our team and play an important role in ensuring a smooth and efficient onboarding experience for our clients. Join our Custody Implementation Team and gain valuable experience in global custody, tax implications,...

For additional information, please review .The Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in...

A leading global financial services firm is seeking a Client Onboarding Intermediate Analyst in Warsaw, Poland. The successful candidate will be responsible for managing the client onboarding process, providing exceptional customer service, and ensuring compliance with regulatory requirements. With 3-5 years of experience in client-facing roles and a Bachelor's degree, you will thrive in a...

A leading financial services firm in Poland is seeking a Custody Client Onboarding Senior Analyst to manage the onboarding process and ensure exceptional client service. The ideal candidate will have 5-8 years of experience in client-facing roles, a Bachelor's degree, and strong analytical skills. This position offers a competitive salary, private medical care, and a hybrid working model with...

## For additional information, please review .* 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...

The Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job...

Client Onboarding Sr Analyst - C12 - WARSAW Join to apply for the Client Onboarding Sr Analyst - C12 - WARSAW role at Citi Drive seamless client onboarding and shape the future of client relationships! Are you a highly motivated and experienced professional with a passion for delivering exceptional client service? Do you have experience in a similar role where you were dealing with client...

A global financial services company based in Warsaw is seeking a motivated Client Services Specialist to manage client account openings and enhance the client experience. This role includes coordinating the documentation process, acting as the Single Point of Contact, and engaging in project management. The ideal candidate has 1-2 years of relevant experience, fluent English, and strong...

Custody Client Onboarding Senior Analyst Join to apply for the Custody Client Onboarding Senior Analyst role at Citi. If you are looking for a position that can give you a professional career boost, then this is the right place for you. We're seeking a Custody Client Onboarding Senior Analyst to join our team and play an important role in ensuring a smooth and efficient onboarding experience...

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...

A global financial institution is seeking a Client Onboarding specialist in Warsaw. This role involves coordinating documentation processes, enhancing client experience, and managing queries effectively. Candidates should have 1-2 years of relevant experience and fluent English. The position offers a hybrid work model with competitive salary and a comprehensive benefits package, including medical...

A global financial services company seeks a professional for the Client Onboarding role in Warsaw. Candidates should have 2-5 years' experience in KYC or AML Compliance and demonstrate strong communication and organizational skills. Proficiency in English and Turkish is essential, with a university degree preferred. The role demands the ability to manage client onboarding while meeting service...

Responsibilities: - Responsible for customer interaction, documentation issuance, review, and system setups. Demonstrates high level of diligence, motivation, and organizational skills. - Focuses on timely and accurate delivery of all client onboarding functions, as well as delivering superior customer service and resolution of customer issues. - Performs day to day management of the Client...

A leading global financial institution in Warsaw is seeking a Client Onboarding Specialist to manage account openings and enhance the client experience. Responsibilities include coordinating documentation, answering customer queries, and performing due diligence. The ideal candidate has 1-2 years of experience in customer service or financial onboarding, is fluent in English, and possesses strong...

A leading financial institution in Poland is seeking a detail-oriented Client Onboarding Specialist to manage customer interactions and ensure compliance with KYC/AML regulations. The ideal candidate will have 2-5 years of experience in documentation review and possess strong communication skills in English and Turkish. This full-time role involves managing multiple onboarding tasks with a focus...