Client Experience & Onboarding Specialist

Citi; Chicago (IL); On-site; USD 87,360 - 131,040; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off

Job summary

Citi is seeking a seasoned professional for an onboarding specialist role in Chicago, Illinois. The individual will apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit, and Investments platform, ensuring a seamless client experience.

This position requires robust analytical and interpersonal skills, managing internal relationships while supporting clients through the KYC and account opening processes. The selected candidate will work full-time and be eligible for competitive benefits.

Qualifications

• 5-8 years of relevant experience in wealth management or financial services.
• Strong analytical skills and attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Apply specialized knowledge related to onboarding processes.
• Partner with sales teams to fulfill client requests.
• Ensure documentation is accurate and complete.
• Support clients in KYC/onboarding processes.
• Assess and escalate risks in business decisions.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Verbal communication

Written communication

Relationship management

Education

Bachelor's degree or equivalent experience

Job description

Citi is seeking a seasoned professional for an onboarding specialist role in Chicago, Illinois. The individual will apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit, and Investments platform, ensuring a seamless client experience.

This position requires robust analytical and interpersonal skills, managing internal relationships while supporting clients through the KYC and account opening processes. The selected candidate will work full-time and be eligible for competitive benefits.