Client Experience Specialist — Onboarding & KYC

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

Job summary

Citigroup Inc. in San Francisco seeks a seasoned Private Banker Support professional to apply in-depth knowledge of onboarding, KYC, and account opening to improve processes and client experience.

You will partner with sales, liaise with internal teams, monitor data quality, respond promptly to requests, and escalate risk when appropriate while maintaining strong communication and attention to detail. This full-time role requires 5–8 years of relevant experience and industry certifications.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management/financial services.
• Strong analytical and interpersonal skills.
• Ability to manage internal and external relationships.
• High attention to detail and accuracy in documentation.
• Excellent verbal and written communication skills.

Responsibilities

• Apply onboarding knowledge to monitor, assess, and improve processes and data.
• Partner with sales and liaise with KYC, Account Opening, and product partners to fulfill requests.
• Ensure documentation is current, accurate, and complete; respond promptly.

Skills

Analytical skills

Interpersonal skills

Stakeholder management

Attention to detail

Communication (verbal & written)

Deadline management

Education

Bachelor's degree or equivalent

Job description

Citigroup Inc. in San Francisco seeks a seasoned Private Banker Support professional to apply in-depth knowledge of onboarding, KYC, and account opening to improve processes and client experience.

You will partner with sales, liaise with internal teams, monitor data quality, respond promptly to requests, and escalate risk when appropriate while maintaining strong communication and attention to detail. This full-time role requires 5–8 years of relevant experience and industry certifications.