Client Experience & Onboarding Specialist

Citi; San Francisco (CA); On-site; USD 98,960 - 148,440; Full time

Job summary

Citi in San Francisco is seeking a seasoned onboarding professional to apply deep disciplinary knowledge to improve processes within Banking, Credit and Investments. You will partner with sales teams and internal partners to deliver a seamless client experience and ensure documentation is current.

The role emphasizes risk assessment, compliance with applicable laws, and the ability to guide peers through complex onboarding and account opening procedures.

Qualifications

• Requires 5-8 years of relevant experience in wealth management or financial services.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple deadlines in a dynamic environment.
• Demonstrates engagement and attention to detail.
• Ability to manage internal and external relationships.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, and evaluate processes and data.
• Partners with sales teams and liaises with KYC and product partners to fulfill client requests.
• Ensure all documentation is current, accurate, and complete.
• Support clients navigating KYC onboarding and account opening.
• Assess and escalate risk; ensure compliance with laws and regulations.
• Influence decisions through advice and training of peers.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Time management

Verbal and written communication

Education

Bachelor's degree or equivalent experience

Job description

Citi in San Francisco is seeking a seasoned onboarding professional to apply deep disciplinary knowledge to improve processes within Banking, Credit and Investments. You will partner with sales teams and internal partners to deliver a seamless client experience and ensure documentation is current.

The role emphasizes risk assessment, compliance with applicable laws, and the ability to guide peers through complex onboarding and account opening procedures.