Elite Wealth Onboarding & Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-30
Listing for:
Citi
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Location: New York
The Wealth National Client Onboarding Specialist at Citi is a subject matter expert on investment procedures and processes, delivering end-to-end onboarding and operational solutions for Senior Wealth Advisors' clients and prospects.
You will provide on-site (and sometimes remote) support as the primary point of contact with internal partners and clients, ensuring VIP care and a seamless relationship transition.
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