Client Onboarding Specialist

Citi; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Citi is seeking a Client Onboarding Specialist to manage complex client onboarding within the Treasury and Trade Solutions in a hybrid role. The ideal candidate will have 3-5 years of relevant experience and strong skills in communication and project management.

This full-time role includes coordinating implementations, ensuring client satisfaction, and adhering to best practices while driving initiatives independently. Join Citi's dynamic team and contribute to improving client experiences.

Qualifications

• 3-5 years relevant experience.
• Ability to manage complex integration solutions alongside Technical teams.
• Self-starter and proactive in driving projects.

Responsibilities

• Coordinate implementation of cash management solutions.
• Reduce implementation cycle time and ensure project delivery.
• Engage with Sales, Product Management, and Operations partners.

Skills

Analytical thinking

Strong communication

Problem-solving

Organizational skills

Negotiation ability

Flexibility

Education

Bachelor’s/University degree or equivalent experience

Job description

Client Onboarding Specialist

Job Req Id: 26964713

Location: Kuala Lumpur, Malaysia

Job Type: Hybrid

Posted: May. 18, 2026

Job Overview

We are seeking a high caliber professional to join our team as Client Onboarding Specialist (Build Management Associate - C11) based in Kuala Lumpur. This developing professional role involves handling complex client onboarding within the Treasury and Trade Solutions (TTS) business, managing cash‑management implementations, coordinating with cross‑functional partners, and ensuring high quality and timely service. The role requires analytical thinking, strong communication, and the ability to solve complex problems independently.

Responsibilities:

• Coordinate implementation of regional and global cash management solutions of small size and low complexity.
• Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow‑moving deals.
• Disciplined application of structured project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan.
• Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
• Co‑ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
• Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled “go live”).
• Attend client meetings in close cooperation with TTS Product Sales and Relationship Managers when necessary.
• Enhance client satisfaction reflected in positive client survey scores and documented during detailed post implementation reviews and case book write‑ups for future implementation usage and marketing purposes.
• Track and communicate internally the status of the deals.
• Maintain and communicate MIS and project metrics. Provide ongoing senior‑management updates on key projects as required.
• Participate in staff forums and survey process.
• Complete all mandatory and personal development training as stipulated by controls officer and team lead.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 3-5 years relevant experience
• Results orientation – evidence of proactively driving projects to conclusion.
• Demonstrated communication skills. Organizational and planning skills. Negotiation, decision making and problem‑solving skills.
• Flexibility – ability to manage a varying workload (i.e., volume, complexity and composition).
• Ability to manage complex integration solutions, working alongside Technical and Technology teams.
• Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified.
• Attention to detail and experience of working in a controlled environment.
• Self‑starter and ability to take initiative in driving projects forward.
• Excellent organizational and planning skills.
• Excellent written and verbal communication skills.
• Excellent customer interaction and management skills.
• Negotiation and decision‑making/problem‑solving skills.
• Ability to effectively manage and navigate through multi‑faceted disciplines throughout the Bank.

Education:

• Bachelor’s/University degree or equivalent experience

Job Family Group:

Implementation

Job Family:

Build Management

Time Type:

Full time

EEO Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please contact us for assistance. View Citi’s EEO Policy Statement and the Know Your Rights poster.