Client Onboarding Analyst — Account Services & Client Experience

As a Client Onboarding Analyst at Citi, you will play a central role in how institutional financial clients are brought onto one of the world's leading banking platforms — managing the full account opening and maintenance process while serving as a primary point of contact across North America and Latin America (LATAM) portfolios. This is a bilingual, client-facing position that combines operational precision with project coordination, giving you direct influence over the quality and speed of onboarding outcomes across a global client base. If you thrive in a structured, fast-paced environment where accuracy and client focus are equally valued, this role offers meaningful impact and continuous professional growth.

Manage the full lifecycle of client account opening, product activation, and maintenance requests, ensuring each is delivered accurately and within agreed service timelines. Serve as the primary point of contact for institutional clients across North America and LATAM, handling queries, resolving issues, and maintaining a high standard of client communication in both English and Spanish. Coordinate across global and cross-functional teams to deliver project activities within the account services space, keeping all stakeholders informed and aligned throughout each workstream. Review and verify client documentation, confirm system configurations, and define account requirements to ensure all onboarding scenarios are correctly covered from the outset. Monitor client satisfaction and service performance, identifying process gaps and implementing targeted improvements that directly enhance the client experience. Maintain up-to-date knowledge of operational procedures and regulatory requirements, applying this consistently across all daily activities to uphold Citi's compliance standards. Assess risk in operational decisions with transparency, escalating control concerns promptly and upholding Citi's standards of ethical conduct. Required Qualifications & Skills Ability to manage high volumes of account operations simultaneously in a structured, deadline-driven environment without compromising accuracy or client outcomes. Advanced bilingual proficiency (B2 or above) in English and Spanish, with the ability to communicate complex or sensitive information clearly in writing and verbally. Strong attention to detail combined with analytical thinking, enabling accurate review of client documentation, identification of discrepancies, and delivery of sound recommendations. Capability to handle escalations and urgent situations effectively, setting clear expectations with clients and internal partners and resolving issues with minimal disruption. Project management skills sufficient to coordinate and deliver across multiple concurrent workstreams in a client-facing operational setting. Proficiency in Microsoft Office applications, with direct experience engaging clients in a professional capacity. Bachelor's degree or equivalent professional experience in a relevant field. Beneficial Skills & Qualifications Between one and three years of experience in documentation review, account maintenance, or Cash Management products within a financial services environment. Familiarity with account onboarding workflows, including the ability to interpret client requirements and translate them into operational or system-level actions. Experience managing multiple products or service lines simultaneously, with a track record of expanding product knowledge in a dynamic environment. Familiarity with AI tools or artificial intelligence applications as part of day-to-day operational or client service workflows. Professional proficiency in Portuguese, supporting broader regional client coverage across the LATAM portfolio.

Joining Citi's Onboarding team means stepping into a role with real client impact, cross-regional scope, and a collaborative team environment where your contributions are visible from day one.