Senior Client Onboarding & Solutions Lead

Citi; Mississauga; On-site; CAD 123,000 - 185,000; Full time

Job summary

Citi in Mississauga, Canada, seeks a Client Onboarding Manager to oversee end-to-end onboarding and related servicing. You will coordinate documentation, system setups and cross-functional workstreams, ensuring timely delivery and superior customer experience.

The role requires 5–8 years in onboarding or related cash products, strong communication and project management skills, and the ability to coach staff while maintaining strong risk controls. Some flexibility for staggered hours may apply.

Qualifications

• 5–8 years of experience in documentation review, account maintenance and related cash products.
• Strong interpersonal communication with internal and external partners.
• Clear written and verbal communication skills; ability to coach others.

Responsibilities

• Manage customer interaction, documentation issuance, review and system setups.
• Deliver timely, accurate account opening and high-quality customer service.
• Oversee day-to-day account opening and maintenance processing and related activities.
• Lead cross-functional projects and manage relationships across teams.
• Define new work procedures and analyze complex issues with departmental impact.
• Encourage cross-functional staff training and optimize manpower.
• Understand client requirements and ensure adequate support for new requests.
• Monitor satisfaction, drive process changes and maintain risk controls.

Skills

Communication skills

Project management

English proficiency

Leadership

Risk management

Education

Bachelor’s degree

PMP certification

Job description

Citi in Mississauga, Canada, seeks a Client Onboarding Manager to oversee end-to-end onboarding and related servicing. You will coordinate documentation, system setups and cross-functional workstreams, ensuring timely delivery and superior customer experience.

The role requires 5–8 years in onboarding or related cash products, strong communication and project management skills, and the ability to coach staff while maintaining strong risk controls. Some flexibility for staggered hours may apply.