Senior Investment Onboarding & Relationship Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-01-03
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A global financial services provider seeks an Investment Relationship Officer to lead client onboarding and seamlessly guide clients through account openings. The ideal candidate possesses 3-7 years in financial services, expertise in client onboarding policies, and exceptional communication skills. This role is crucial for maintaining high customer service levels and ensuring compliance with regulatory standards. Strong analytical skills and relationship management experience are essential.
Competitive salary range of $98,960.00 - $ is offered.
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Position Requirements
10+ Years
work experience
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