Onboarding & Client Experience Specialist

Citi; Chicago (IL); On-site; USD 90,000 - 131,000; Full time

Job summary

Citi in Chicago is seeking a seasoned Private Banker Support professional. You will apply in-depth knowledge of onboarding, KYC, and wealth management processes to improve client experiences and coordinate with sales and product partners.

The role emphasizes documentation accuracy, risk assessment, and proactive collaboration with internal teams to fulfill client requests while maintaining high service levels.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management or financial services.
• Strong analytical skills.
• Strong interpersonal skills.
• Ability to manage internal and external relationships.
• High degree of engagement and attention to detail.
• Ability to manage multiple deadlines in a dynamic environment.
• Excellent verbal and written communication skills.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, analyze, and evaluate processes and data, identify policy gaps, and define business issues.
• Partner with sales teams and liaise with KYC, Account Opening and product partners to fulfill client requests while maintaining communication.
• Ensure documentation is current, accurate, and complete and fulfill requests promptly.
• Support clients navigating KYC onboarding and account opening processes, evaluating moderately complex issues with potential impact.
• Demonstrate subject matter expertise and influence decisions through advice and facilitation, supporting team performance and training peers.
• Assess and escalate risk in business decisions, ensuring compliance with laws and regulations.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Time management

Verbal and written communication

Education

Bachelor's degree

Job description

Citi in Chicago is seeking a seasoned Private Banker Support professional. You will apply in-depth knowledge of onboarding, KYC, and wealth management processes to improve client experiences and coordinate with sales and product partners.

The role emphasizes documentation accuracy, risk assessment, and proactive collaboration with internal teams to fulfill client requests while maintaining high service levels.