Client Onboarding Specialist

Client Onboarding Specialist

Job Req :

Location:

Kuala Lumpur, Malaysia

Job Type: Hybrid

Posted:
May. 18, 2026

We are seeking a high caliber professional to join our team as Client Onboarding Specialist (Build Management Associate - C11) based in Kuala Lumpur. This developing professional role involves handling complex client onboarding within the Treasury and Trade Solutions (TTS) business, managing cash‑management implementations, coordinating with cross‑functional partners, and ensuring high quality and timely service. The role requires analytical thinking, strong communication, and the ability to solve complex problems independently.

• Coordinate implementation of regional and global cash management solutions of small size and low complexity.
• Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow‑moving deals.
• Disciplined application of structured project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan.
• Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
• Co‑ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
• Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled “go live”).
• Attend client meetings in close cooperation with TTS Product Sales and Relationship Managers when necessary.
• Enhance client satisfaction reflected in positive client survey scores and documented during detailed post implementation reviews and case book write‑ups for future implementation usage and marketing purposes.
• Track and communicate internally the status of the deals.
• Maintain and communicate MIS and project metrics. Provide ongoing senior‑management updates on key projects as required.
• Participate in staff forums and survey process.
• Complete all mandatory and personal development training as stipulated by controls officer and team lead.
• 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.

• 3-5 years relevant experience
• Results orientation – evidence of proactively driving projects to conclusion.
• Demonstrated communication skills. Organizational and planning skills. Negotiation, decision making and problem‑solving skills.
• Flexibility – ability to manage a varying workload (i.e., volume, complexity and composition).
• Ability to manage complex integration solutions, working alongside Technical and Technology teams.
• Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified.
• Attention to detail and experience of working in a controlled environment.
• Self‑starter and ability to take initiative in driving projects forward.
• Excellent organizational and planning skills.
• Excellent written and verbal communication skills.
• Excellent customer interaction and management skills.
• Negotiation and decision‑making/problem‑solving…