ZipRecruiter

Log In

1

Client Onboarding Analyst Jobs (NOW HIRING)

New York Life

Agent Onboarding Analyst

Pittsburgh, PA · On-site

$43K - $47K/yr

Review onboarding paperwork for completeness and accuracy; resolve data or documentation gaps. * Communicate with Partners to provide candidate status updates and answer questions * Process forms to ...

Doxel

Onboarding Analyst, Customer Success

Charlotte, NC · Remote

$80K - $95K/yr

Own the requirements for each onboarding in your portfolio -- know what "done" looks like and track ... Analytics, or similar -- with a history of tracking and driving measurable improvements

Doxel

Onboarding Analyst, Customer Success

Charlotte, NC · On-site +1

$80K - $95K/yr

Own the requirements for each onboarding in your portfolio - know what "done" looks like and track ... Analytics, or similar - with a history of tracking and driving measurable improvements

Doxel

Onboarding Analyst, Customer Success

Boston, MA · Remote

$80K - $95K/yr

Own the requirements for each onboarding in your portfolio -- know what "done" looks like and track ... Analytics, or similar -- with a history of tracking and driving measurable improvements

New York Life

Agent Onboarding Analyst 94633

Tampa, FL · On-site

$43K - $47K/yr

You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners. What You'll Do: * Perform tasks ...

New York Life

Agent Onboarding Analyst 94627

Arvada, CO · On-site

$45K - $50K/yr

You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners. What You'll Do: * Perform tasks ...

New York Life

Agent Onboarding Analyst 94630

Charlotte, NC · On-site

$43K - $47K/yr

You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners. What You'll Do: * Perform tasks ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsMarketing JobsClient Onboarding Analyst Jobs

Client Onboarding Analyst information

See salary details

$14

$32

$53

How much do client onboarding analyst jobs pay per hour?

As of Sep 6, 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 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.

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.

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 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.

More about Client Onboarding Analyst jobs

What cities are hiring for Client Onboarding Analyst jobs?

Cities with the most Client Onboarding Analyst job openings:

Who are the top companies hiring for Client Onboarding Analyst jobs?

The top employers for Client Onboarding Analyst jobs are:

What states have the most Client Onboarding Analyst jobs?

States with the most job openings for Client Onboarding Analyst jobs include:

What job categories do people searching Client Onboarding Analyst jobs look for?

The top searched job categories for Client Onboarding Analyst jobs are:

What are popular job titles related to Client Onboarding Analyst jobs?

For Client Onboarding Analyst jobs, the most frequently searched job titles are:

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, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $66,610 per year, or $32 per hour.

Client Onboarding Lead Analyst Vice President

Citigroup, Inc.

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 175 rated banks

Job description

The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
  • Responsible for customer interaction, documentation issuance, review and system setups.
  • Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
  • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
  • Establishes risk management practice. Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
  • Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
  • Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • Previous experience in documentation review, account maintenance and related cash products.
  • Bachelor's degree in finance or economy.
  • Good interpersonal communication skills. Able to communicate with internal and external business partners.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Demonstrated Project management skill including financial cost management skills.
  • Advanced execution skills in a prioritization mode. Exposure to Customer Service and handling of system, testing and rollouts.
  • Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour /shift / over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior's forum for appropriate action and advice.
  • Proficient knowledge of English (written and spoken).
  • 6-10 years of experience

Education:
  • Bachelor's/University degree or equivalent experience, potentially Masters degree

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 24, 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.

What Citibank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Citigroup Inc logo

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

View All Citigroup Inc Jobs

Apply