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 integral 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 global 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.