Client Onboarding Analyst

Client Onboarding Analyst

We are seeking a highly motivated and experienced Client Onboarding Manager to join our FI Services Onboarding for Investor Services team. The successful candidate will have a strong background in program and project management, with a primary focus on supporting the global documentation and workflow creation of our client onboarding processes. This role is critical in ensuring that our onboarding procedures are efficient, standardized, and well-documented to support our global operations and future automation initiatives.

Key Responsibilities

• Onboarding Governance Framework Oversight & Training
• Workflow and Process Mapping
• Program and Project Management
• SOP and Documentation Management
• Change Management and Governance
• Automation and Continuous Improvement
• Collaboration and Stakeholder Management
• Strategic & Transformation Initiatives

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• 7 to 10+ years of experience in a client onboarding, operations, or project management role within the financial services industry, preferably in Investor Services (Custody, Fund Services)
• Proven experience in program and project management, with a strong track record of delivering complex projects on time and within budget.
• PMP or other relevant project management certification is a plus.
• Workflow/Process Mapping:
  Strong experience with process mapping tools such as Visio, or similar.
• Documentation:
  Excellent written and verbal communication skills, with a demonstrated ability to create clear, concise, and high-quality documentation.
• Change Management:
  Solid understanding of change management principles and experience in implementing change control processes.
• Automation Mindset: A forward-thinking individual who understands how to structure processes and documentation to support automation.
• Proactive and Driven: A self-starter with a strong sense of urgency and the ability to deliver high-quality work in a fast-paced, dynamic environment.
• Independent Contributor:
  Capable of working autonomously with minimal supervision, taking ownership of tasks, and driving them to completion.
• Adaptability and Problem-Solving:
  Adept at navigating complex situations and executing on tasks even when dealing with unfamiliar topics. Resourceful in finding solutions and driving progress.
• Global Collaboration and Influence:
  Highly flexible and effective in working with partners across different time zones and cultures. Exceptional collaboration skills with a proven ability to build consensus, secure buy-in from diverse stakeholders, and drive global standardization.
• Governance and Rigor: A strong commitment to enforcing standards and limiting exceptions, ensuring that any deviations from the global model have a thoroughly vetted business justification.
• Technology:
  Proficiency in Microsoft SharePoint administration and the full MS Office Suite (Excel, PowerPoint, Word).

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.