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Client Onboarding Intermediate Associate Analyst
Client Onboarding Intermediate Associate AnalystFlorida Staffing • Tampa, FL, US
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Client Onboarding Intermediate Associate Analyst

Client Onboarding Intermediate Associate Analyst

Florida Staffing • Tampa, FL, US
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  • serp_jobs.job_card.full_time
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Client Onboarding Intermediate Associate Analyst

The Client Onboarding Intermediate Associate Analyst is a developing professional who applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. 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.

Responsibilities include :

  • Perform regional / global metrics and KPI capture to assist in driving organizational goals.
  • Liaise with infrastructure and technology teams on core development requirements and road map, to build out metrics and KPI capture beyond the regional hubs and into the countries.
  • Assist in the ongoing review and production of Digital Onboarding & Maintenance related MIS and work with various Analytics and Technology teams on Dashboard and reporting development.
  • Understand overall internal and external client data needs across multiple platforms & businesses to enable holistic, end-to-end views of our business and clients.
  • Anticipate next steps on managed initiatives and identify critical upstream and downstream dependencies that will impact them and vice-versa.
  • Perform "Deep Dive" data mining and Gap Analysis to identify data anomalies and determine root cause.
  • Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all Analytics functions, as well as delivering superior internal service and resolution of issues.
  • Maintains a strong culture of risk and controls through various processes and check points.
  • 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 and reporting control issues with transparency.

Qualifications :

  • Good interpersonal communication skills. Able to communicate with internal business partners.
  • Minimum 5 years' experience in Financial Services.
  • Advanced in Microsoft Office, particularly Microsoft Excel and PowerPoint.
  • Ability to read, write & interpret Excel Macros, VBA, and SQL is a plus.
  • Demonstrated proficiency with Tableau application preferred.
  • Experience with other Data Visualization tools a plus.
  • Experience in analyzing and collating data / MIS from multiple sources into comprehensive Scorecards and / or dashboards to drive effective business decisions.
  • Ability to facilitate in-person and web-based video / audio conference training sessions, where needed.
  • Detail-oriented.
  • Competent negotiation and influencing skills.
  • Consistently demonstrates clear and concise written and verbal communication skills in English.
  • Strong organizational and follow-up skills and the ability to multi-task effectively in a high volume environment.
  • Ability to achieve business objectives without compromising on controls and risk parameters established.
  • Education :

  • Bachelor's / University degree or equivalent experience preferred.
  • Candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
  • Job Family Group : Customer Service

    Job Family : Institutional Client Onboarding

    Time Type : Full time

    Primary Location : Tampa Florida United States

    Primary Location Full Time Salary Range : $56,020.00 - $78,180.00

    In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

    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 (https : / / www.citigroup.com / citi / accessibility / application-accessibility.htm) . View Citi's EEO Policy Statement (https : / / www.citigroup.com / global / eeo-aa-policy) and the Know Your Rights (https : / / www.eeoc.gov / sites / default / files / 2023-06 / 22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster. Citi is an equal opportunity and affirmative action employer. Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

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    Associate Client Onboarding • Tampa, FL, US

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