Senior Client Onboarding & Process Lead

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

Job summary

Citigroup Inc. in Tampa, FL is seeking a Client Onboarding Senior Analyst to lead account opening processes, ensure accurate documentation, and deliver exceptional service to clients and internal partners.

The role requires strong communication, project management and risk awareness, with opportunities to coach colleagues and collaborate across teams while maintaining control environments and performance standards.

Qualifications

• Strong interpersonal communication skills (written and verbal).
• Demonstrated project management skills, including financial cost management.
• Ability to coach and develop people and work with senior levels.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Delivers high-quality, timely account opening services and resolves customer issues.
• Manages day-to-day account opening and maintenance processing, including in-process and pending activities.
• Manages cross-functional relationships and project activities within account services.
• Develops and enforces risk controls and processes to reduce defects and improve efficiency.
• Supports training and cross-functional development to improve team skill sets.

Education

Bachelor’s/University degree or equivalent experience

Job description

Citigroup Inc. in Tampa, FL is seeking a Client Onboarding Senior Analyst to lead account opening processes, ensure accurate documentation, and deliver exceptional service to clients and internal partners.

The role requires strong communication, project management and risk awareness, with opportunities to coach colleagues and collaborate across teams while maintaining control environments and performance standards.