Senior Client Onboarding & Enablement Lead

Citigroup Inc.; Tampa (FL); On-site; USD 71,000 - 106,000; Full time

Job summary

Citigroup Inc. in Tampa, FL is seeking an experienced professional for Institutional Client Onboarding. You will manage account opening and maintenance processing, coordinate with cross-functional teams, and ensure timely, accurate documentation and strong customer service.

The role emphasizes risk controls, process improvement and coaching staff to meet business objectives while delivering high-quality service to clients and internal partners.

Qualifications

• 5-8 years of experience in documentation review, account maintenance and related Cash products preferred.
• Excellent verbal and written communication with internal and external partners.
• Strong project management skills and ability to manage cross-functional relationships.
• Ability to work under pressure while maintaining controls and risk parameters.
• Proficient English (written and spoken).

Responsibilities

• Interact with customers, issue documentation, review and set up systems.
• Deliver timely, accurate account opening functions and excellent customer service.
• Manage day-to-day account opening and maintenance processing, including in-process and pending activities.
• Drive cross-functional collaboration in the account services space and manage relationships with teams.
• Assess risk in business decisions and maintain robust controls.

Skills

Interpersonal communication

Verbal communication

Written communication

Project management

Risk management

Leadership

Cross-functional collaboration

Customer service

Education

Bachelor's degree

Job description

Citigroup Inc. in Tampa, FL is seeking an experienced professional for Institutional Client Onboarding. You will manage account opening and maintenance processing, coordinate with cross-functional teams, and ensure timely, accurate documentation and strong customer service.

The role emphasizes risk controls, process improvement and coaching staff to meet business objectives while delivering high-quality service to clients and internal partners.