Agency & Trust Onboarding Analyst- (Xico)

Agency & Trust Onboarding Analyst- (Xico)

14 ago
|
Citi
|
Xico

14 ago

Citi

Xico

The Fiduciary Onboarding Analyst is a developing professional role in charge of processing client instructions for fiduciary client accounts opening, maintenance and closure.
**Responsibilities**:- Responsible for providing support to the Agency & Trust business.
- Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes.
- Provide full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables.
- May supervise day-to-day work of junior level employees, but will not typically have formal management role.
**Qualifications**:- Excellent problem solving skills.Excellent analytical skills.Reporting knowledge.




- Basic / Intermediate English- Previous client onboarding experience- 2-5 years relevant experience**Education**:- Bachelors/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed.Other job-related duties may be assigned as required.
**Job Family Group**:Customer Service- **Job Family**:Institutional Client Management- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.
- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.
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📌 Agency & Trust Onboarding Analyst- (Xico)
🏢 Citi
📍 Xico

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