Senior Client Onboarding & Operations Lead

Citi; Tampa (FL); On-site; USD 71,000 - 106,000; Full time

Job summary

Citi is hiring a Client Onboarding Sr Analyst in Tampa, FL. The role requires overseeing customer interaction, documentation, and system setups, with emphasis on timely account openings and high-quality service.

You will manage in-process activities, coordinate cross-functional teams, and drive process improvements while balancing risk and regulatory considerations. The ideal candidate has 5–8 years of experience in documentation review and project management, strong English communication, and

Qualifications

• 5-8 years of experience in documentation review, account Maintenance and related Cash products preferred.
• Good interpersonal communication skills. Able to communicate with internal and external business partners.
• Consistently demonstrates clear and concise written and verbal communication skills
• Demonstrated Project management skill including financial cost management skill.
• Advanced execution skills in a prioritiziation mode. Exposure to Customer Service and handling of system, testing and rollouts.
• Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent.
• Proficient knowledge of English (written and spoken).

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Encourages cross functional training for staffs to enrich their skill base.
• Optimizes manpower to achieve higher productivity levels.
• Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
• Establishes risk management practice. Maintains a culture of risk and controls in the team through various processes and check points.
• Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity.
• appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Interpersonal skills

Communication

Project management

English proficiency

Analytical skills

Leadership

Flexibility (shift hours)

Education

Bachelor’s/University degree or equivalent experience

Job description

Citi is hiring a Client Onboarding Sr Analyst in Tampa, FL. The role requires overseeing customer interaction, documentation, and system setups, with emphasis on timely account openings and high-quality service.

You will manage in-process activities, coordinate cross-functional teams, and drive process improvements while balancing risk and regulatory considerations. The ideal candidate has 5–8 years of experience in documentation review and project management, strong English communication, and