Citigroup, Inc

Client Onboarding Manager - Vice President

Citigroup, Inc • $111K — $161K *
Mississauga, ON L4T 0A1In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in documentation review and cash product account maintenance.
  • Bachelor's degree in finance or economics required.
  • Strong interpersonal and communication skills necessary.
  • Proven project management capabilities, including budgeting and financial oversight.
  • Advanced prioritization and execution skills in a fast-paced environment.
  • Capacity to effectively manage risks while achieving business objectives.
  • Fluency in English, both written and spoken.

Responsibilities

  • Coordinate onboarding of diverse cash management solutions across regions and complexities.
  • Streamline onboarding processes to enhance efficiency and minimize delays.
  • Manage customer interactions, documentation reviews, and system setups responsibly.
  • Ensure timely and accurate account opening while maintaining excellent customer service standards.
  • Oversee daily account opening activities, defining clear requirements for account management.
  • Engage in project management and develop new work procedures to address complex issues.
  • Monitor customer satisfaction and advocate for process improvements.

Benefits

  • Opportunity to influence and shape the strategic direction of the department.
  • Engagement with senior management and external partners.
  • Professional development and potential for certifications in project management.
  • Collaborative work environment with cross-functional teams.
  • Capacity to introduce innovative solutions and drive process changes.
Full Job Description
The Client Onboarding Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:
  • Successfully coordinate onboarding of regional and global cash management solutions of all sizes and complexities.
  • Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report deal status, escalating effectively for "on hold" and slow moving deals.
  • 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 superior customer service and resolution of customer issues.
  • Performs day to day management of the account opening processing, including daily management of in-process, 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.
  • 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 strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
  • Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
  • Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
  • 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.


Qualifications:
  • Previous experience in documentation review, account maintenance and related cash products.
  • Bachelor's degree in finance or economy.
  • 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 skills.
  • Advanced execution skills in a prioritization 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. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour /shift / over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior's forum for appropriate action and advice.
  • Proficient knowledge of English (written and spoken).


Education:
  • Bachelor's/University degree or equivalent experience
  • Project Management Professional (PMP) or Agile Certification is an asset

#LI-CF3

Job Family Group:
Customer Service

Job Family:
Institutional Client Onboarding

Time Type:
Full time

Primary Location Full Time Salary Range:
$111,600.00 - $161,600.00

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.

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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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