Client Onboarding Specialist — Hybrid

Citi; New York (NY); Hybrid; USD 3,200 - 6,300; Full time

Job summary

Citi in Pune, India is hiring for a Client Onboard Rep. The role focuses on processing client requests for system setup, maintaining documentation, and ensuring compliance with banking regulations.

You will collaborate with internal partners to support onboarding processes and respond to client inquiries, while maintaining accuracy and timeliness. The position requires prior financial services exposure, strong English communication, and ability to handle pressure.

Qualifications

• Experience in financial services preferred.
• Customer communication experience (internal/external).
• Fluent in English; able to work under pressure and meet deadlines.

Responsibilities

• Processes client requests related to system setup including signatories’ updates and documentation lodgment.
• Co-operates with internal partners to perform systems maintenance based on documentation.
• Provides response to client and internal inquiries.
• Prepares documentation for archiving.
• Applies relevant bank regulations while processing requests.

Skills

Financial services experience

Customer communication

Attention to detail

English fluency

Microsoft Office

Education

High School diploma or equivalent

Tools

Excel

Word

Job description

Citi in Pune, India is hiring for a Client Onboard Rep. The role focuses on processing client requests for system setup, maintaining documentation, and ensuring compliance with banking regulations.

You will collaborate with internal partners to support onboarding processes and respond to client inquiries, while maintaining accuracy and timeliness. The position requires prior financial services exposure, strong English communication, and ability to handle pressure.