Elite Wealth Onboarding & Client Experience

Citi; New York (NY); Hybrid; USD 88,000 - 133,000; Full time

Job summary

The Wealth National Client Onboarding Specialist at Citi is a subject matter expert on investment procedures and processes, delivering end-to-end onboarding and operational solutions for Senior Wealth Advisors' clients and prospects.

You will provide on-site (and sometimes remote) support as the primary point of contact with internal partners and clients, ensuring VIP care and a seamless relationship transition.

Qualifications

• 5–8 years of relevant experience in wealth management or financial services.
• Strong business acumen and alignment to Citi's operating model.
• Ability to manage multiple tasks in a fast-paced service environment.
• Excellent written and verbal communication; superior client service.
• Licenses: Series 7 and 63 or 66 required at time of hire.

Responsibilities

• Be primary contact for client onboarding with SWAs, wealth teams, and leadership.
• Address inquiries and connect with partners to support requests.
• Liaise with managers and departments to fulfill client requests promptly.
• Recommend improvements to onboarding processes and procedures.
• Document, track, and monitor onboarding items for timely resolution.
• Handle onboarding activities including data collection, account opening, asset transfer, and cross-border accounts.
• Maintain records of open onboarding issues and escalate as needed.
• Travel up to 70% within the region to Citi branches.

Skills

Relationship management

Customer service

Problem solving

Verbal communication

Written communication

Time management

Networking

Education

Bachelor's degree

Job description

The Wealth National Client Onboarding Specialist at Citi is a subject matter expert on investment procedures and processes, delivering end-to-end onboarding and operational solutions for Senior Wealth Advisors' clients and prospects.

You will provide on-site (and sometimes remote) support as the primary point of contact with internal partners and clients, ensuring VIP care and a seamless relationship transition.