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Client Onboarding Manager Jobs in Spring Hill, FL

Citigroup, Inc.

Client Onboarding Analyst

Tampa, FL · On-site

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 ...

Citigroup, Inc.

Client Onboarding Analyst

Tampa, FL · On-site

$93K - $140K/yr

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 ...

Enumerate

Onboarding Manager

Tampa, FL

$60K - $71K/yr

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our ... Gather necessary data from client * Create project timeline for implementation * Build database in ...

Huzzle

Client Success Manager

Tampa, FL · On-site

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

Huzzle

Client Success Manager

Tampa, FL · On-site

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

Huzzle

Customer Success Manager

Clearwater, FL · On-site

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

Huzzle

Customer Success Manager

Tampa, FL · On-site

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

Huzzle

Customer Success Manager

Tampa, FL

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

Huzzle

Customer Success Manager

Clearwater, FL · On-site

Client Onboarding * Own and manage the full client onboarding process from kickoff to activation * Collect required assets, documentation, and system access * Set clear expectations, timelines, and ...

DTCC

Senior Integration Project Manager

Tampa, FL · On-site

Manage all aspects of the Client Onboarding, Integration and Lifecycle Events for GSD and MBSD * Hold project kickoff meetings to align on expectations, timelines, and overall results * Learn and ...

MUFG

Flood and Post Boarding Analyst

Tampa, FL · Hybrid

$69K - $88K/yr

Across the globe, we're 150,000 colleagues, striving to make a difference for every client ... The analyst partners closely with Portfolio Managers, Customer Service teams, and other ...

Solid Rock Recruiting LLC

Tax Manager

Tampa, FL · Hybrid

$120K - $165K/yr

Tax Manager - Public Accounting Firm Location: Tampa, FL Work Style: Hybrid or In-Office ... client onboarding, and workflow efficiency Qualifications * Active CPA license (required) * 6+ ...

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Client Onboarding Manager information

What is a client onboarding manager?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a client onboarding manager do?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

What job categories do people searching Client Onboarding Manager jobs in Spring Hill, FL look for?

The top searched job categories for Client Onboarding Manager jobs in Spring Hill, FL are:

What cities near Spring Hill, FL are hiring for Client Onboarding Manager jobs?

Cities near Spring Hill, FL with the most Client Onboarding Manager job openings:

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Spring Hill, FL as of August 2026, with employment types broken down into 60% Full Time, 20% Part Time, and 20% Contract. Highlights an 100% In-person job distribution.

Client Onboarding Analyst

Tampa, FL • On-site

Citigroup, Inc.
Banking and Credit Intermediation • 5 - 10K employees

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

38th of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Citigroup, Inc.external

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

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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