364 matching jobs for “Client Relationship Analyst”

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Morgan Stanley

Client Relationship Analyst

Indianapolis, Indiana, United States +1 location 3 postings

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 5, 2026

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Morgan Stanley

Client Relationship Analyst

Garden City, New York, United States

Pay posted by employer$32,219–$90,000 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Milwaukee, Wisconsin, United States

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Worcester, Massachusetts, United States

Pay posted by employer$15.00–$43.27 per hour

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Boston, Massachusetts, United States

Pay posted by employer$66,500–$78,200 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Marsh & McLennan

Client Relationship Management - Analyst

Manama - Gulf

We are seeking a Client Relationship Management Analyst to help strengthen client satisfaction and retention through excellent …

Added Oct 27, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Indianapolis, Indiana, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Private Wealth Management Client Relationship Analyst

Chesterfield, Missouri, United States

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Private Wealth Management Senior Client Relationship Analyst

Palo Alto CA 1400

Pay posted by employer$100,000–$150,000 per year

The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through …

Added Nov 3, 2026

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State Street

Client Analyst, Officer

Boston, Massachusetts, United States

Full time

Pay posted by employer$65,000–$113,750

Who we are looking for The ideal candidate is client focused with a strong knowledge of the financial services business and financial markets, more broadly. As …

Added Oct 27, 2026

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Visa

… maintaining communication through completion. Advocate for Visa Clients to internal stakeholders including Client Success Managers, Sales, Product, Systems, Risk, and Legal teams. Lead complex cross-functional initiatives …

Added Oct 27, 2026

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Marsh & McLennan

Client Relationship Management Analyst – Trade Credit Insurance (Dubai - UAE National)

Dubai - Burj Al Salam

Support the team with the day-to-day management of an existing client portfolio; Assist with operational processes, including revenue booking, quote comparisons, claims-related …

Added Oct 27, 2026

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Securian Financial Group

Client Implementation Sr Analyst

Saint Paul, MN Campus

Full time
Regular

Pay posted by employer$59,400–$109,200

include but are not limited to: Lead client implementations from initiation through successful onboarding, developing and managing project plans, …

Added Oct 28, 2026

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Citigroup

Client Onboarding Analyst (Officer)

Singapore Singapore

… practical guidance to frontline colleagues. Ability to build a strong, collaborative and trusted working relationship with your team and colleagues. Ability to manage multiple concurrent cases and consistently meet deadlines …

Added Nov 3, 2026

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IQVIA Holdings

Senior Client Service Analyst

Ho Chi Minh City, Vietnam

Job overview: R esponsible for quality and service to client, assisting client obtains maximum value from IQVIA information products and services. General functions …

Added Oct 15, 2026

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BlackRock

Portfolio Services and Client Relationship Specialist, Associate

BU3-Budapest-GTC White House, Vaci ut 47, District XIII, Budapest

Full time
Regular

… through engagement and education We are looking for process driven data Analysts with financial and client relationship background to work within the data governance team processing, analyzing, validating and …

Added Oct 27, 2026

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Morgan Stanley

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Boston, Massachusetts, United States

Pay posted by employer$60,000–$90,000 per year

… a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating …

Added Nov 3, 2026

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Visa

Analyst, Client Success (API, Payments, NPS, CSAT)

Bengaluru, Karnataka, India

Job Summary The Client Success Analyst is an individual contributor responsible for managing a portfolio of Pismo clients …

Added Oct 27, 2026

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State Street

Client Contracting Analyst, Assistant Vice President - State Street Investment Management

Boston, Massachusetts, United States

Full time

Pay posted by employer$80,000–$140,000

… contracting processes aligned to global standards, while adapting to regional regulatory frameworks, client requirements, and product structures, including equity, fixed income, and Transition Management mandates. …

Added Oct 29, 2026

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Citigroup

Client Onboarding Analyst (Officer)

Singapore Singapore

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About this opportunity

Original employer description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
We empower our employees to manage their financial well-being and help them plan for the future

Citi Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single business enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of Wealth, which is to be the leading wealth management provider globally.

Citi is looking for a Client Onboarding Analyst to deliver accurate, compliant, and efficient account opening function for retail banking customers across branch and digital channels. In this role, you will work with frontline teams, compliance partners, and operations colleagues, ensuring all customer onboarding activities meet regulatory, risk, and internal policy requirements while maintaining a positive client experience.

Responsibilities

Process retail bank account opening requests — including savings, current, and bundled accounts — across branch and digital channels, ensuring accurate and compliant data capture and timely completion within agreed service levels.
Verify customer identity and documentation in line with Know Your Customer (KYC), Anti-Money Laundering (AML), and applicable regulatory requirements to maintain compliant onboarding standards.
Conduct customer due diligence and enhanced due diligence assessments, applying appropriate risk profiling to identify and escalate potential compliance concerns through established protocols.
Maintain audit-ready documentation and support internal and external audit activities.
Coordinate with business development, sales, and service teams to resolve documentation gaps and discrepancies, keeping account setup on track and minimising delays for customers.
Track and manage onboarding cases through internal systems and workflows, meeting individual productivity, quality, and risk metrics while actively contributing to rework reduction and complaint minimisation.
Identify opportunities and drive digital enhancements to improve onboarding processes, which includes supporting the adoption of digital tools and automation to streamline processes, increase efficiency and turnaround times.
Serve as a point of contact for escalations and cross-functional queries, providing guidance to frontline teams on documentation requirements and onboarding standards.
Take on additional responsibilities as the role evolves and business needs require.

Required Qualifications & Skills

Bachelor's degree or equivalent practical experience in Banking, Finance, Business, or a related field.
At least 3 years of experience in retail banking operations, account opening, customer onboarding, or banking back-office functions.
Working knowledge of KYC, AML, sanctions screening, and regulatory onboarding requirements as applied in a retail banking environment.
Strong attention to detail with a track record of accurate, high-quality processing in a high-volume setting.
Effective communication skills, with the ability to coordinate and collaborate across teams and provide practical guidance to frontline colleagues.
Ability to build a strong, collaborative and trusted working relationship with your team and colleagues.
Ability to manage multiple concurrent cases and consistently meet deadlines without compromising accuracy or compliance.
Comfortable navigating banking systems and digital tools, with a proactive approach to continuous learning and personal development.

Beneficial Skills & Qualifications

Prior hands-on exposure to KYC and AML processes within retail banking environment, including source of wealth corroboration.
Experience supporting or contributing to process improvement initiatives, including the adoption of digital workflows or automation tools.
Familiarity with wealth management or client servicing functions, particularly in relation to onboarding governance and back-office oversight.

What We Offer

Joining Citi means becoming part of a global banking organisation where your work has real impact on customers and the teams that serve them. This role offers a strong foundation for career growth in client onboarding, wealth management, and banking operations, with the structure and scale to develop your expertise across both day-to-day delivery and broader cross-functional initiatives.

Hybrid working model, giving you the balance to perform at your best.
Exposure to cross-functional and inter-departmental projects beyond your core responsibilities, broadening your professional experience over time.
Access to structured learning and development resources, with the autonomy to shape your own training path and build skills that matter to your career.
Wellbeing and financial support programmes designed to help you maintain balance and long-term stability.
The opportunity to work within a results-focused, collaborative team environment that values professional growth and delivery quality.

Apply today to bring your retail banking expertise to a role where compliance, client service, and operational excellence come together at one of the world's leading financial institutions.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Product Management and Development

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Job Family:

Digital Product Management

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Time Type:

Full time

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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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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.

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