Senior Client Onboarding Analyst (Hybrid)

Citi; New York (NY); Hybrid; USD 40,000 - 57,000; Full time

Job summary

Citi is seeking a Client Onboarding Senior Analyst in Mexico City. The role focuses on leading account opening activities, reviewing documentation, and coordinating across teams to deliver timely, compliant onboarding and superior client service.

You will engage with internal partners, manage processes, and drive improvements while maintaining risk controls and strong customer focus in a hybrid work environment.

Qualifications

• 5-8 years of experience in documentation review, account maintenance and relatedCash products preferred.
• Good interpersonal communication skills; able to communicate with internal and external partners.
• Clear and concise written and verbal communication skills.
• Demonstrated project management skills including financial cost management.

Responsibilities

• Manage customer interaction, documentation issuance, review and system setups.
• Deliver high-quality service and resolve customer issues.
• Oversee day-to-day account opening and maintenance processing and coordination with internal partners.
• Coordinate cross-functional project work in the account services space.
• Ensure risk controls and compliance in handling client onboarding processes.

Skills

Documentation review

Account maintenance

Interpersonal communication

Project management

English proficiency

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Financial documentation tooling

Job description

Citi is seeking a Client Onboarding Senior Analyst in Mexico City. The role focuses on leading account opening activities, reviewing documentation, and coordinating across teams to deliver timely, compliant onboarding and superior client service.

You will engage with internal partners, manage processes, and drive improvements while maintaining risk controls and strong customer focus in a hybrid work environment.