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*
* +  
** Workflow and Process Mapping:*
* + Design, develop, and maintain detailed end-to-end workflow and process maps for all global client onboarding activities.

+ Analyze existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.

+  
** Program and Project Management:*
* + Lead and manage strategic projects aimed at enhancing and standardizing client onboarding processes across different regions.

+ Develop project plans, define scope and deliverables, and manage timelines to ensure successful project execution.

+  
** SOP and Documentation Management:*
* + Create, update, and maintain high-quality, global Standard Operating Procedures (SOPs) and desktop guidelines for all onboarding tasks.

+ Ensure all documentation is clear, concise, and easily accessible to a global audience.

+  
** Change Management and Governance:*
* + Oversee the stabilization of SOPs and implement a rigorous change management process to govern all updates and modifications.

+ Ensure all changes are communicated effectively to relevant stakeholders and that training is provided as needed.

+  
** Automation and Continuous Improvement:*
* + Document all processes with a clear focus on enabling future automation.

+ Collaborate with technology teams to identify and implement automation solutions that improve efficiency and reduce manual effort.

+ Proactively identify opportunities for continuous improvement within the client onboarding lifecycle.

+  
** Collaboration and Stakeholder Management:*
* + Work closely with global teams, including Sales, Legal, Compliance, and Operations, to ensure alignment and consistency in onboarding practices.

+ Act as a subject matter expert on client onboarding processes and provide guidance and support to internal teams.

** 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.

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- ** Job Family Group:*
* Customer Service

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- ** Job Family:*
* Institutional Client Onboarding

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- ** Time Type:*
* Full time

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- ** Primary

Location:

*
* Tampa Florida United States

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- ** Primary Location Full Time Salary Range:*
* $93,440.00 - $

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi…