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Citigroup Inc

62 Citigroup Client Onboarding Analyst Jobs Hiring Near You

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 ...

Bravens

Onboarding Analyst

White Plains, NY · On-site

Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting ... Onboarding Analyst. Location: White Plains, NY. Project Overview: * Onboarding Analyst will support ...

VC3

IT Onboarding Analyst

Calgary, AB

The IT Onboarding Analyst is responsible for investigating the state of a new client's IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day ...

VC3

IT Onboarding Analyst

Toronto, ON · On-site

The IT Onboarding Analyst is responsible for investigating the state of a new client's IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day ...

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 ... Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite ...

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 ...

VC3

IT Onboarding Analyst

Vancouver, BC · On-site

The IT Onboarding Analyst is responsible for investigating the state of a new client's IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day ...

CIBC US

Analyst, Client Onboarding & Service

Toronto, ON · Hybrid

To learn more about CIBC, please visit CIBC.com What You'll Be Doing As an Analyst in the Client Onboarding & Service team, your primary focus will involve supporting clients within your portfolio on ...

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Citigroup Inc Jobs Information

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Citigroup is a global financial institution that values diversity, inclusion, and innovation, fostering a collaborative and dynamic work environment. The company operates through various business units, including consumer banking, corporate and investment banking, and markets and securities, with a focus on providing financial services to individuals, corporations, and governments worldwide. Working at Citigroup may appeal to candidates seeking a challenging and rewarding career in finance, with opportunities for professional growth and development in a global organization.

What makes Citigroup an attractive place to work?

Citigroup is a leading global financial institution with a long history of innovation and a commitment to serving clients across the world. The company offers a dynamic and inclusive work environment that fosters collaboration, creativity, and professional growth, with opportunities to work on complex projects and develop skills in a rapidly evolving industry. As a Citigroup employee, you can contribute to the company's mission of building a better future for all, with opportunities to make a meaningful impact, advance your career, and develop a wide range of skills and expertise.

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Yes. Most people get paid breaks.
81% of people say they get paid breaks.
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At Citibank, are sick days and vacation days separate paid time off?

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Most people say the health insurance costs are okay.
95% of people say the health insurance costs are okay
Based on data from 57 people who took the Breakroom Quiz between August 2025 and July 2026.

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Most people get paid time off work.
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Based on data from 66 people who took the Breakroom Quiz between August 2025 and July 2026.

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Most people find out their schedule less than four weeks ahead of time.
  • 41% of people with changing schedules find out their shifts one week or less ahead of time.
  • 21% of people with changing schedules find out their shifts two weeks ahead of time.
  • 14% of people with changing schedules find out their shifts three weeks ahead of time.
  • 24% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 29 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers at Citibank worry about hours?

Most people don’t worry about getting enough hours.
89% of people report they don’t worry about getting enough hours.
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Do Citibank managers change schedules at the last minute?

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95% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 116 people who took the Breakroom Quiz between November 2024 and June 2026.

Do jobs at Citibank spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
9% of people report that their job takes up time that they don’t get paid for.
Based on data from 109 people who took the Breakroom Quiz between November 2024 and June 2026.

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Most people find it easy to take sick days.
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Most parents and caregivers say this is a good place to work.
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Based on data from 36 people who took the Breakroom Quiz between June 2025 and June 2026.

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Most people feel treated with respect by their managers.
82% of people say they’re treated with respect by their managers.
Based on data from 60 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at Citibank get to take their breaks without interruption?

Most people get breaks without interruption.
87% of people report that they get to take their breaks without interruption.
Based on data from 60 people who took the Breakroom Quiz between August 2025 and July 2026.

Is it stressful to work at Citibank?

Most people feel stressed out here.
69% of people say they often feel stressed out at work.
Based on data from 61 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at Citibank enjoy their jobs?

Most people enjoy their job.
69% of people report they enjoy their job.
Based on data from 52 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at Citibank recommend working with their team?

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51% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 67 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people get enough training when they start at Citibank?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 66 people who took the Breakroom Quiz between August 2025 and July 2026.

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Most people are given support to advance their career here.
In the last year, 67% of people report being given support to advance their career here.
Based on data from 54 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people think Citibank’s headquarters understands what’s happening where they work?

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73% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 73 people who took the Breakroom Quiz between June 2025 and June 2026.

What other companies are hiring for Client Onboarding Analyst jobs?

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Infographic showing various Client Onboarding Analyst job openings at Citigroup in the United States as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 100% Physical job distribution.

Client Onboarding Analyst

Citigroup, Inc.

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 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

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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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