The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA's branch location.
Key Responsibilities:- Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership.
- Efficiently addresses inquiries from the SWA and the wealth team and connects them with business partners to support their requests.
- Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service.
- Recommends improvements for investment procedural and process related activities throughout the client onboarding lifecycle.
- Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.
- Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure.
- Keeps detailed records of open client onboarding issues and monitors them accordingly.
- 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.
- Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.
Qualifications:- 5-8 years of relevant experience
- Strong business acumen with an in-depth understanding and alignment to the internal operating model and overall value proposition
- Consistent top-tier performer
- Ability to manage and expedite multiple tasks in a dynamic, fast paced service environment.
- Exceptional critical thinking / problem solving skills to immediately address escalated client onboarding issues.
- Superior client service proficiency including excellent verbal, written, and listening skills.
- Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment.
- Strong desire to create a top-notch client experience with every client, every day.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
- Series 7 and 63 or 66 Licenses required at time of hire.
Education:- Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales
Job Family:Consumer Sales Support
Time Type:Full time
Primary Location:New York New York United States
Primary Location Full Time Salary Range:$88,400.00 - $132,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:Sep 01, 2026
Automated Processing and AIWe 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.
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