Client Onboarding Specialist

Citi; Tampa (FL); On-site; USD 56,000 - 78,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life, accident, and disability insu r

Wellness programs

Paid time off packages

Paid holidays

Job summary

Citi in Tampa, Florida is seeking a developing professional to support onboarding and account maintenance with extensive client interface.

You will liaise with clients and internal teams to ensure timely, compliant onboarding, document collection, and regulatory reviews, while maintaining accurate client profiles.

This role emphasizes analytical thinking, attention to detail, and service quality to improve client satisfaction and broader group performance.

Qualifications

• Client facing, middle office or operations experience.
• Knowledge of capital market products.
• Clear and concise written and verbal communication skills.
• Self-motivated and detail oriented.
• Proficient in Microsoft Office Suite.
• Foreign language skills a plus.

Responsibilities

• Handle account opening and maintenance with extensive client interface.
• Ensure smooth onboarding process for new clients.
• Liaise with clients and internal teams to minimize time to market.
• Identify opportunities to centralize and optimize processes for client satisfaction.
• Support client and internal requests with timely, accurate documentation.
• Compile client profiles and provide status updates on onboarding actions.
• Partner with internal teams on regulatory reviews for clients.
• Ensure client review materials are in place and complete.
• Guide others as SME in account opening, tax and local market documentation.

Skills

Client facing

Capital markets knowledge

Written & verbal communication

Detail oriented

MS Office

Foreign language skills

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Teams

Job description

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

• Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
• Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client.
• Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
• Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
• Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
• Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions.
• Partner with internal teams to ensure regulatory reviews on all clients are performed.
• Ensure all client review materials are in place and completed.
• Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
• Participate in initiatives to improve the client and account management process.
• Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
• 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

• Previous, client facing, middle office or operations financial services experience.
• Some knowledge of capital market products.
• Consistently demonstrates clear and concise written and verbal communication skills
• Self-motivated and detail oriented
• Intermediate proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and Teams).
• Spoken and written foreign language skills a plus.

Education

• Bachelor’s/University degree or equivalent experience

Job Family Group

Customer Service

Job Family

Institutional Client Onboarding

Time Type

Full time

Primary Location

Tampa Florida United States

Primary Location Full Time Salary Range

$56,020.00 - $78,180.00

Benefits

Citi offers competitive employee benefits, including:

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave)
• Paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above.

Anticipated Posting Close Date

Sep 30, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Equal Opportunity Employment

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 review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.