Senior Client Experience & Onboarding Specialist

Citigroup Inc.; Chicago (IL); On-site; USD 87,000 - 131,000; Full time

Job summary

Citigroup Inc. in Chicago, IL seeks a seasoned professional to improve onboarding processes within the Private Client Coverage area. This role coordinates with sales, KYC, and product partners to support client onboarding, ensuring documentation is accurate, timely, and compliant.

Ideal candidates have 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines in a dynamic environment.

Qualifications

• 5–8 years of relevant experience in wealth management or financial services.
• Strong verbal and written communication skills.
• Certifications: FINRA SIE, Series 7, and Series 66 (or 63 & 65) required or to be obtained within 150 days.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, and evaluate processes and data to define business issues.
• Partner with sales teams and liaise with KYC, Account Opening, and product partners to fulfill client requests.
• Ensure all documentation is current, accurate, and complete, and fulfill requests promptly.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Deadline management

Verbal and written communication

Education

Bachelor's degree

Job description

Citigroup Inc. in Chicago, IL seeks a seasoned professional to improve onboarding processes within the Private Client Coverage area. This role coordinates with sales, KYC, and product partners to support client onboarding, ensuring documentation is accurate, timely, and compliant.

Ideal candidates have 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines in a dynamic environment.