Client Experience & Onboarding Specialist

Citigroup Inc.; Dallas (TX); On-site; USD 87,360 - 131,040; Full time

Job summary

Citigroup Inc. is seeking a seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes.

You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls. The role emphasizes risk assessment, regulatory compliance, and the ability to manage multiple deadlines in a fast-paced environment.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management or financial services.
• Strong analytical skills.
• Strong interpersonal skills.
• Ability to manage internal and external relationships.
• High attention to detail.
• Ability to manage multiple deadlines in a dynamic environment.
• Excellent verbal and written communication skills.
• FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.

Responsibilities

• Applies specialized knowledge related to onboarding to monitor, assess and evaluate processes and data, identify policy gaps and data inconsistencies.
• Partners with sales teams and internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining communication.
• Ensure all documentation is current, accurate and complete.
• Supports clients navigating KYC onboarding and account opening processes while evaluating moderately complex issues with potential impact.
• Demonstrates subject matter expertise and influences decisions through advice and facilitation.
• Assesses and escalates risk in business decisions, ensuring compliance with laws, rules, and regulations.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Deadline management

Communication skills

Education

Bachelor's degree

Job description

Citigroup Inc. is seeking a seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes.

You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls. The role emphasizes risk assessment, regulatory compliance, and the ability to manage multiple deadlines in a fast-paced environment.