Client Onboarding Manager

Citi Commercial Bank partners with mid-sized companies across a broad range of industries, helping them grow, expand into new new markets, and navigate increasingly complex business environments — and as a Client Onboarding Senior Analyst, you will be at the center of that experience. In this role, you will own the end-to-end onboarding and account opening process for new and existing client relationships, coordinating across multiple functions to deliver a seamless first experience with Citi. Your ability to manage competing priorities, drive accountability, and maintain rigorous attention to detail will directly shape the quality and speed of every client onboarding you lead.

Responsibilities

• Lead the end-to-end onboarding and account opening process for new client relationships, ensuring each engagement is completed accurately, efficiently, and to the highest standard of client experience.

• Serve as the primary point of contact between clients and internal banking teams throughout the onboarding lifecycle, maintaining clear and consistent communication at every stage.

• Complete client risk profiles and relationship updates using Citi's onboarding platforms, ensuring all documentation received is current, accurate, and compliant with applicable policies.

• Coordinate with KYC teams, the Account Opening division, and product partners to ensure onboarding requests are processed in a timely and well-sequenced manner.

• Identify and escalate risks, remove process obstacles, and monitor open items to maintain momentum across each onboarding engagement.

• Analyze existing onboarding processes and systems to surface improvement opportunities, contributing to initiatives that increase efficiency, reduce delays, and enhance the client experience.

• Assess risk at each stage of the onboarding process, ensuring decisions reflect sound judgment and full compliance with applicable laws, regulations, and internal policies.

Required qualifications & skills

• 5 to 8 years of experience in client onboarding, operations, project management, relationship management, or a comparable client-facing role.

• Demonstrated ability to manage multiple concurrent deadlines, priorities competing demands, and deliver results under pressure.

• Strong verbal and written communication skills, with the ability to build credibility with both client contacts and internal partners.

• Meticulous attention to detail, particularly when reviewing, collecting, and validating documentation and client information.

• Proven ability to coordinate across multiple teams and functions to drive activities through to completion within defined timelines.

• Self-motivated and proactive, with a track record of identifying process gaps and taking initiative to address them.

• Demonstrated interest in operations and compliance, with a clear understanding of the importance of regulatory adherence and risk management in a banking environment.

Beneficial skills & qualifications

• Licensing in Series 7, 63 and 65, or 66 is an asset, though not required for this role.

• Experience gathering, reviewing, or coordinating client documentation in banking, financial services, legal, consulting, accounting, insurance, or other regulated industries.

• Familiarity with corporate legal entity structures and business documentation requirements.

• Project Management certification such as PMP, CAPM, or PRINCE2, or equivalent professional qualification.

• Degree or diploma in Business, Economics, Finance, or a related field.

• French language skills are considered an asset.

What we offer

At Citi Commercial Bank, you will work alongside experienced banking professionals in a performance-driven environment where your contributions have a direct impact on client outcomes and business results. This is a role with genuine scope, where you will develop deep expertise in onboarding operations while collaborating across a global organization.

• A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.

• Access to structured learning and development programs that support your professional growth and career progression within Citi.

• The opportunity to work on complex, high-impact client relationships across a broad range of industries, expanding your expertise in commercial banking operations.

• Wellbeing support and resources designed to help you maintain balance and perform at your best.

• Competitive financial benefits and compensation aligned to your seniority and contribution.

• A collaborative team environment where performance, accountability, and client impact are recognized and rewarded.

Apply now to bring your onboarding expertise to Citi Commercial Bank and help shape the first experience our clients have with one of the world's leading financial institutions.

Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply.

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Job Family Group:

Customer Service

Job Family:

Institutional Client Onboarding

Time Type:

Full time

Primary Location Full Time Salary Range:

$88,240.00 - $132,360.00

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

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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.

*If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.