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Client Onboarding Analyst Jobs (NOW HIRING)

Citigroup, Inc.

Client Onboarding Analyst

Tampa, FL · On-site

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 ...

Citigroup, Inc.

Client Onboarding Analyst

Tampa, FL · On-site

$93K - $140K/yr

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 ...

Veryon

Onboarding Analyst

San Francisco, CA · On-site

... Onboarding Analyst is responsible for supporting the successful onboarding of new customers by ... each client and aircraft. Data Quality & Accuracy * Maintain high standards of data integrity ...

Veryon

Onboarding Analyst

... Onboarding Analyst is responsible for supporting the successful onboarding of new customers by ... client and aircraft. Data Quality & Accuracy • Maintain high standards of data integrity ...

BBVA

Client Onboarding Senior Analyst

New York, NY · On-site

$100K - $110K/yr

Role Overview We are seeking a high-performing Client Onboarding & KYC Analyst to join our Client Onboarding Department (COD). Focusing on our registered Broker-Dealer entity within Global Corporate ...

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How much do client onboarding analyst jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client onboarding analyst in the United States is $32.02, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $34.86 per hour, depending on experience, location, and employer.

What does a client onboarding analyst do?

A Client Onboarding Analyst is responsible for guiding new clients through the process of setting up accounts and ensuring all necessary documentation and regulatory requirements are met. They act as a liaison between clients and internal teams to streamline the onboarding process, verify client information, and address any concerns or questions. Their work helps reduce risk and ensures compliance with industry standards and company policies, making the transition for new clients as smooth and efficient as possible.

What is the difference between Client Onboarding Analyst vs Client Relationship Manager?

AspectClient Onboarding AnalystClient Relationship Manager
Primary FocusFacilitating new client onboarding processesManaging ongoing client relationships
ResponsibilitiesVerifying client information, coordinating onboarding steps, ensuring complianceBuilding client rapport, addressing client needs, upselling services
Required SkillsAttention to detail, communication, knowledge of onboarding proceduresCommunication, relationship management, sales skills
Work EnvironmentCorporate, client-facing, process-drivenCorporate, client-facing, relationship-focused

While both roles involve client interaction, the Client Onboarding Analyst primarily handles the initial setup and compliance processes for new clients, ensuring a smooth transition. In contrast, the Client Relationship Manager focuses on maintaining and growing ongoing client relationships, addressing their needs, and fostering loyalty.

What are some common challenges faced by client onboarding analysts during the onboarding process?

Client Onboarding Analysts often encounter challenges such as managing tight deadlines, navigating complex regulatory requirements, and coordinating between multiple internal teams and external clients. They must ensure all documentation is accurate and complete, which requires strong attention to detail and excellent communication skills. Additionally, adapting to evolving compliance standards and handling unique client needs can make the role dynamic and rewarding, but also demanding at times.

What does a client onboarding analyst do?

A client onboarding analyst analyzes and improves an organization’s client onboarding process, or process of bringing in new business clients. Job duties involve developing onboarding systems to collect accurate client information, maintaining accurate data, ensuring regulatory compliance, and lowering overall business risk. This career requires an intimate understanding of the current process, including both customer service and management experience. Additional qualifications for a client onboarding analyst include strong communication skills, knowledge of relevant industry computer software, and the ability to work well on a team.

How to become a client onboarding analyst?

To become a client onboarding analyst, candidates typically need a bachelor's degree in business, finance, or a related field. Relevant skills include strong communication, attention to detail, and proficiency with customer relationship management (CRM) tools. Gaining experience in client service or onboarding processes can also improve job prospects.

What are the key skills and qualifications needed to thrive as a client onboarding analyst, and why are they important?

To thrive as a Client Onboarding Analyst, you need strong analytical skills, attention to detail, and a background in finance, business, or a related field, often supported by a relevant degree. Familiarity with client relationship management (CRM) systems, KYC/AML compliance tools, and onboarding platforms is typically required. Outstanding communication, problem-solving, and organizational abilities help build rapport with clients and coordinate efficiently across teams. These skills ensure seamless client integration, regulatory compliance, and high client satisfaction in a competitive financial environment.
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Client Onboarding Analyst jobs near you
Infographic showing various Client Onboarding Analyst job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Analyst

Citigroup, Inc.

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

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
    • Provide robust governance for the global client onboarding book of work, ensuring all projects align with the established Program Management (PM) framework and standards.
    • Enforce global standardization and adherence to the PM framework, conducting regular reviews and creating scorecard reporting to measure compliance.
    • Champion a strong commitment to limiting exceptions, ensuring that any deviations from the global model have a thoroughly vetted business justification.
    • Take full responsibility for the central deal tracker's content management, data governance, and quality control, implementing reporting to ensure data integrity.
    • Lead the creation and communication of clear and concise global management reporting on onboarding activities, status, and metrics.
  • 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.
  • Strategic & Transformation Initiatives:
    • Manage and roll out transformation initiatives, performing impact analysis, updating guidelines, and coordinating the rollout.
    • Maintain artifacts for deal estimation and RFP responses.
    • Embrace an automation mindset, structuring processes and documentation to support future automation and proactively identifying opportunities to integrate AI into daily work.

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).

Job Family Group:
Customer Service
Job Family:
Institutional Client Onboarding
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$93,440.00 - $140,160.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 19, 2026
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.
Illinois residents - AI Notice and Right
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.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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