Client Onboarding Manager

Citibank (Switzerland) AG; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Structured learning & development

Wellbeing support

Job summary

Citibank (Switzerland) AG is seeking an experienced onboarding professional to lead end-to-end client onboarding and account opening. You will act as the primary liaison between clients and internal banking teams, ensuring accurate, compliant, and timely processing.

The role requires 5–8 years in client onboarding or related fields, strong communication skills, and a sharp attention to documentation. A hybrid work model with office and remote days is offered.

Qualifications

• 5–8 years of experience in client onboarding, operations, project management or related roles.
• Strong verbal and written communication; ability to coordinate with internal partners.
• Meticulous attention to detail when reviewing and validating documentation and client information.
• Experience gathering or coordinating client documentation in regulated industries.
• Degree or diploma in Business, Economics, Finance, or related field.

Responsibilities

• Lead end-to-end onboarding and account opening for new client relationships.
• Serve as primary point of contact between clients and internal banking teams throughout onboarding lifecycle.
• Complete client risk profiles and relationship updates using Citi onboarding platforms.
• Coordinate with KYC teams, Account Opening, and product partners to ensure timely onboarding.
• Identify and escalate risks, remove obstacles, and monitor open items to maintain momentum.
• Analyze onboarding processes and systems to surface improvement opportunities and increase efficiency.
• Assess risk at each stage to ensure compliance with laws, regulations, and internal policies.

Skills

Client onboarding

Operations

Project management

Relationship management

Communication skills

Attention to detail

Regulatory compliance

Risk management

Cross-functional coordination

Analytical thinking

Education

Bachelor's degree in Business Econom Finance

Job description

* Lead the end-to-end onboarding and account opening process for new client relationships, ensuring each engagement is completed accurately, efficiently, and to the highest standard of client experience.* Serve as the primary point of contact between clients and internal banking teams throughout the onboarding lifecycle, maintaining clear and consistent communication at every stage.* Complete client risk profiles and relationship updates using Citi's onboarding platforms, ensuring all documentation received is current, accurate, and compliant with applicable policies.* Coordinate with KYC teams, the Account Opening division, and product partners to ensure onboarding requests are processed in a timely and well-sequenced manner.* Identify and escalate risks, remove process obstacles, and monitor open items to maintain momentum across each onboarding engagement.* Analyze existing onboarding processes and systems to surface improvement opportunities, contributing to initiatives that increase efficiency, reduce delays, and enhance the client experience.* Assess risk at each stage of the onboarding process, ensuring decisions reflect sound judgment and full compliance with applicable laws, regulations, and internal policies.* 5 to 8 years of experience in client onboarding, operations, project management, relationship management, or a comparable client-facing role.* Demonstrated ability to manage multiple concurrent deadlines, priorities competing demands, and deliver results under pressure.* Strong verbal and written communication skills, with the ability to build credibility with both client contacts and internal partners.* Meticulous attention to detail, particularly when reviewing, collecting, and validating documentation and client information.* Proven ability to coordinate across multiple teams and functions to drive activities through to completion within defined timelines.* Self-motivated and proactive, with a track record of identifying process gaps and taking initiative to address them.* Demonstrated interest in operations and compliance, with a clear understanding of the importance of regulatory adherence and risk management in a banking environment.* Licensing in Series 7, 63 and 65, or 66 is an asset, though not required for this role.* Experience gathering, reviewing, or coordinating client documentation in banking, financial services, legal, consulting, accounting, insurance, or other regulated industries.* Familiarity with corporate legal entity structures and business documentation requirements.* Project Management certification such as PMP, CAPM, or PRINCE2, or equivalent professional qualification.* Degree or diploma in Business, Economics, Finance, or a related field.* French language skills are considered an asset.* A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.* Access to structured learning and development programs that support your professional growth and career progression within Citi.* The opportunity to work on complex, high-impact client relationships across a broad range of industries, expanding your expertise in commercial banking operations.* Wellbeing support and resources designed to help you maintain balance and perform at your best.* Competitive financial benefits and compensation aligned to your seniority and contribution.* A collaborative team environment where performance, accountability, and client impact are recognized and rewarded.