AVP, Client Experience & Onboarding Specialist

Citibank (Switzerland) AG; New York, Northern (NY, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Paid time off

Job summary

Citibank (Switzerland) AG in New York is seeking an experienced Client Experience Associate AVP to optimize onboarding processes and improve client interactions. You will partner with sales, KYC and product teams to fulfill client requests, maintain precise documentation, and guide clients through onboarding while assessing risk and ensuring governance.

The role emphasizes strong analytical skills, relationship management, and exceptional communication to support senior stakeholders in a

Qualifications

• Experience in onboarding and process improvement within financial services.
• Strong analytical and risk assessment capabilities.
• Excellent verbal and written communication with internal partners.

Responsibilities

• Apply onboarding knowledge to monitor and evaluate processes and data to identify gaps.
• Collaborate with sales, KYC, account opening and product teams to fulfill client requests.
• Keep documentation current, accurate and complete for requests.
• Support clients navigating KYC/onboarding and account opening while handling complex issues.

Skills

Analytical skills

Interpersonal skills

Communication skills

Relationship management

Education

Bachelor's degree

Job description

Citibank (Switzerland) AG in New York is seeking an experienced Client Experience Associate AVP to optimize onboarding processes and improve client interactions. You will partner with sales, KYC and product teams to fulfill client requests, maintain precise documentation, and guide clients through onboarding while assessing risk and ensuring governance.

The role emphasizes strong analytical skills, relationship management, and exceptional communication to support senior stakeholders in a