As a Client Onboarding Analyst at Citi, you will play a central role in how institutional financial clients are brought onto one of the world's leading banking platforms — managing the full account opening and maintenance process while serving as a primary point of contact across North America and Latin America (LATAM) portfolios. This is a bilingual, client-facing position that combines operational precision with project coordination, giving you direct influence over the quality and speed of onboarding outcomes across a global client base. If you thrive in a structured, fast-paced environment where accuracy and client focus are equally valued, this role offers meaningful impact and continuous professional growth.
Responsibilities
Manage the full lifecycle of client account opening, product activation, and maintenance requests, ensuring each is delivered accurately and within agreed service timelines.
Serve as the primary point of contact for institutional clients across North America and LATAM, handling queries, resolving issues,
and maintaining a high standard of client communication in both English and Spanish.
Coordinate across integral and cross-functional teams to deliver project activities within the account services space, keeping all stakeholders informed and aligned throughout each workstream.
Review and verify client documentation, confirm system configurations, and define account requirements to ensure all onboarding scenarios are correctly covered from the outset.
Monitor client satisfaction and service performance, identifying process gaps and implementing targeted improvements that directly enhance the client experience.
Maintain up-to-date knowledge of operational procedures and regulatory requirements, applying this consistently across all daily activities to uphold Citi's compliance standards.
Assess risk in operational decisions with transparency, escalating control concerns promptly and upholding Citi's standards of ethical conduct.
Required Qualif