Onboarding Lead Analyst — Client Success & Ops

Citi; New York (NY); Hybrid; USD 29,000 - 49,000; Full time

Job summary

Citi in Kuala Lumpur is seeking a Client Onboarding Lead Analyst to oversee the account opening workflow, documentation issuance, and system setups. You will coordinate with cross-functional teams to ensure timely, high-quality service and strong customer satisfaction.

The role requires strong communication, risk awareness, and project management skills, with a finance-related degree and onboarding experience. A fast-paced environment demands accuracy and proactive stakeholder engagement.

Qualifications

• Experience in documentation review and account maintenance.
• Bachelor's degree in finance or economics.
• Strong interpersonal communication skills.
• Demonstrated project management skills.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Delivers timely and accurate account opening functions and superior customer service.
• Manages day-to-day account opening and maintenance processing and cross-functional activities.
• Handles project management in the account services space and coordinates with all teams.
• Understands client requirements and ensures alignment with new customer initiatives.
• Monitors customer satisfaction and risk controls, proposing process improvements.
• Plans migration and training content, ensuring smooth implementation.

Skills

Documentation review

Account maintenance

Interpersonal communication

Project management

Education

Bachelor's degree in finance or economics

Job description

Citi in Kuala Lumpur is seeking a Client Onboarding Lead Analyst to oversee the account opening workflow, documentation issuance, and system setups. You will coordinate with cross-functional teams to ensure timely, high-quality service and strong customer satisfaction.

The role requires strong communication, risk awareness, and project management skills, with a finance-related degree and onboarding experience. A fast-paced environment demands accuracy and proactive stakeholder engagement.