* 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 transparent 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.* 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.* 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.* 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.
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📌 Client Onboarding Manager (Ontario)
🏢 Citibank (Switzerland
📍 Ontario