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Client Experience & Onboarding Specialist (Hybrid NY
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-13
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Services
Job Description & How to Apply Below
Location: New York
Citi is seeking a seasoned Client Experience Associate to drive onboarding excellence within the Banking, Credit and Investments platform in New York. You will collaborate with sales and internal partners to fulfill client requests, maintain high service levels, and ensure documentation stays current.
The role requires 5-8 years in wealth management or financial services, strong analytical and communication abilities, and FINRA licenses or the ability to obtain within 150 days.
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