Citigroup, Inc

Client Onboarding Manager

Citigroup, Inc • $88K — $132K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-8 years of experience in client onboarding, operations, or a similar client-facing role.
  • Ability to manage multiple deadlines and competing priorities effectively.
  • Strong verbal and written communication skills for building credibility with clients and teams.
  • Meticulous attention to detail in documentation and client information validation.
  • Proven coordination skills across teams to ensure timely completion of tasks.
  • Self-motivated with a proactive approach to identifying and addressing process gaps.
  • Understanding of operations and compliance in a banking context.

Responsibilities

  • Lead the onboarding and account opening process for new client relationships, ensuring accuracy and efficiency.
  • Act as the primary contact for clients and internal teams throughout the onboarding lifecycle.
  • Complete client risk profiles and ensure compliance with documentation requirements.
  • Coordinate with KYC teams and product partners for timely processing of onboarding requests.
  • Identify and escalate risks while monitoring open items to maintain onboarding momentum.
  • Analyze onboarding processes to identify improvement opportunities and enhance client experience.
  • Assess risk at each stage of onboarding to ensure compliance with laws and regulations.

Benefits

  • Hybrid working model with flexibility for remote work and in-person collaboration.
  • Access to structured learning and development programs for professional growth.
  • Opportunity to work on complex client relationships across various industries.
  • Wellbeing support and resources for maintaining work-life balance.
  • Collaborative team environment that recognizes and rewards performance.
Full Job Description
Citi Commercial Bank partners with mid-sized companies across a broad range of industries, helping them grow, expand into new markets, and navigate increasingly complex business environments - and as a Client Onboarding Senior Analyst, you will be at the center of that experience. In this role, you will own the end-to-end onboarding and account opening process for new and existing client relationships, coordinating across multiple functions to deliver a seamless first experience with Citi. Your ability to manage competing priorities, drive accountability, and maintain rigorous attention to detail will directly shape the quality and speed of every client onboarding you lead.

Responsibilities
  • Lead the end-to-end onboarding and account opening process for new client relationships, ensuring each engagement is completed accurately, efficiently, and to the highest standard of client experience.
  • Serve as the primary point of contact between clients and internal banking teams throughout the onboarding lifecycle, maintaining clear and consistent communication at every stage.
  • Complete client risk profiles and relationship updates using Citi's onboarding platforms, ensuring all documentation received is current, accurate, and compliant with applicable policies.
  • Coordinate with KYC teams, the Account Opening division, and product partners to ensure onboarding requests are processed in a timely and well-sequenced manner.
  • Identify and escalate risks, remove process obstacles, and monitor open items to maintain momentum across each onboarding engagement.
  • Analyze existing onboarding processes and systems to surface improvement opportunities, contributing to initiatives that increase efficiency, reduce delays, and enhance the client experience.
  • Assess risk at each stage of the onboarding process, ensuring decisions reflect sound judgment and full compliance with applicable laws, regulations, and internal policies.


Required qualifications & skills
  • 5 to 8 years of experience in client onboarding, operations, project management, relationship management, or a comparable client-facing role.
  • Demonstrated ability to manage multiple concurrent deadlines, priorities competing demands, and deliver results under pressure.
  • Strong verbal and written communication skills, with the ability to build credibility with both client contacts and internal partners.
  • Meticulous attention to detail, particularly when reviewing, collecting, and validating documentation and client information.
  • Proven ability to coordinate across multiple teams and functions to drive activities through to completion within defined timelines.
  • Self-motivated and proactive, with a track record of identifying process gaps and taking initiative to address them.
  • Demonstrated interest in operations and compliance, with a clear understanding of the importance of regulatory adherence and risk management in a banking environment.


Beneficial skills & qualifications
  • Licensing in Series 7, 63 and 65, or 66 is an asset, though not required for this role.
  • Experience gathering, reviewing, or coordinating client documentation in banking, financial services, legal, consulting, accounting, insurance, or other regulated industries.
  • Familiarity with corporate legal entity structures and business documentation requirements.
  • Project Management certification such as PMP, CAPM, or PRINCE2, or equivalent professional qualification.
  • Degree or diploma in Business, Economics, Finance, or a related field.
  • French language skills are considered an asset.


What we offer

At Citi Commercial Bank, you will work alongside experienced banking professionals in a performance-driven environment where your contributions have a direct impact on client outcomes and business results. This is a role with genuine scope, where you will develop deep expertise in onboarding operations while collaborating across a global organization.
  • A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
  • Access to structured learning and development programs that support your professional growth and career progression within Citi.
  • The opportunity to work on complex, high-impact client relationships across a broad range of industries, expanding your expertise in commercial banking operations.
  • Wellbeing support and resources designed to help you maintain balance and perform at your best.
  • Competitive financial benefits and compensation aligned to your seniority and contribution.
  • A collaborative team environment where performance, accountability, and client impact are recognized and rewarded.


Apply now to bring your onboarding expertise to Citi Commercial Bank and help shape the first experience our clients have with one of the world's leading financial institutions.

Job Family Group:
Customer Service

Job Family:
Institutional Client Onboarding

Time Type:
Full time

Primary Location Full Time Salary Range:
$88,240.00 - $132,360.00

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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