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Senior Client Onboarding Specialist - VP

Irving, TX, USA | Citi Private Bank

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
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Provide superlative Client Experience throughout the onboarding, implementation and KYC process

Act as a single point of contact for the Client throughout the onboarding process

Guide Clients through the digital onboarding experience

Liaise with Client KYC team internally to expedite KYC approval and resolve issues

Responsible for implementation of full suite of CCB cash products, handling or assisting where necessary with complex implementations for both new and existing Clients

Assist Clients with technical specifications and expertise for new or maintenance implementations including one-on-one support

Serve as first point of contact for escalated technical issues on implementations

Work with Clients and attend Client meetings

Able to lead international implementation requests

Work and lead implementations with the Domestic Treasury and Trade Solution (TTS) products

Performing implementation functions for US Domestic CCB products, providing support during times requiring additional implementation resources

Coordinate with specific product technical support groups in resolving implementation issues

Collaborate with different operations teams to ensure delivery of services

Introduce and hand new to Citi Clients over to the Client Servicing organization after a period of time post successful onboarding and product implementations

Provide coaching and training for junior peers



Client service orientation

Excellent communications skills, both verbal and written

Strong organizational skills

Strong analytical skills, detail oriented, able to work independently, and with the team

Extensive knowledge of Know Your Customer (KYC) policies and procedures

Knowledgeable of Business Entity Types and Beneficial Ownership

Strong product and technical skills with capability to understand and read different file formats and specifications

Ability to prioritize work

Strong problem solving skills

Ability to work within a team to achieve a common goal

Ability to develop working relationships with business partners throughout North America

Some domestic travel necessary (5-10%)


6-10 years’ experience working in similar Client service and implementation management role in the Financial Services Industry

6+ years demonstrated experience in project management

Education Level:

Bachelor’s Degree or above

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