{"id":1163432,"url":"https://alion.io/job/citi-client-onboarding-specialist","title":"Client Onboarding Specialist","company":{"id":7841,"name":"Citi","domain":"citi.com","url":"https://alion.io/company/citi","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":473,"ghost_share":0.006,"stale_share":0.129,"repost_share":0.078,"time_to_fill_p50_days":10,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Tampa, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":56020,"max":78180,"currency":"USD","period":"year","gross":null,"usd_annual":78180},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"closed","first_seen_at":"2026-09-23T00:00:00Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-30T21:25:24Z","board_verified":false,"closed_at":"2026-09-30T21:25:24Z","days_open":7,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":7},"description":"The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.\nResponsibilities:\nResponsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.\nResponsible for ensuring a smooth process in handling all of the aspects of on-boarding a client.\nLiaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.\nResponsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.\nSupport and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.\nPerform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions.\nPartner with internal teams to ensure regulatory reviews on all clients are performed.\nEnsure all client review materials are in place and completed.\nProvide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.\nParticipate in initiatives to improve the client and account management process.\nMaintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.\nAppropriately 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.\nQualifications:\nPrevious, client facing, middle office or operations financial services experience.\nSome knowledge of capital market products.\nConsistently demonstrates clear and concise written and verbal communication skills\nSelf-motivated and detail oriented\nIntermediate proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and Teams).\nSpoken and written foreign language skills a plus.\nEducation:\nBachelor’s/University degree or equivalent experience\n------------------------------------------------------\nJob Family Group:\nCustomer Service------------------------------------------------------\nJob Family:\nInstitutional Client Onboarding------------------------------------------------------\nTime Type:\nFull time------------------------------------------------------\nPrimary Location:\nTampa Florida United States------------------------------------------------------\nPrimary Location Full Time Salary Range:\n$56,020.00 - $78,180.00In 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.\n------------------------------------------------------\nMost Relevant Skills\nPlease see the requirements listed above.------------------------------------------------------\nOther Relevant Skills\nFor complementary skills, please see above and/or contact the recruiter.------------------------------------------------------\nAnticipated Posting Close Date:\nSep 30, 2026------------------------------------------------------\nAutomated Processing and AI\nWe 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.\nImportantly, 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.\nIllinois residents - AI Notice and Right\n------------------------------------------------------\nCiti 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.\nIf 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.\nView Citi’s EEO Policy Statement and the Know Your Rights poster.","description_format":"text","description_chars":6150,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Wellness"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Payment Processing & Gateways","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-09-24T01:00:03Z"},{"event":"close","at":"2026-09-30T21:25:24Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":null,"pay":{"stated_usd_annual":78180,"is_top_pay":true},"html_url":"https://alion.io/job/citi-client-onboarding-specialist","json_url":"https://alion.io/job/citi-client-onboarding-specialist.json","meta":{"generated_at":"2026-10-24T23:51:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35013,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7841},"rest":"https://alion.io/mcp/rest/get_company?id=7841"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fciti-client-onboarding-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fciti-client-onboarding-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fciti-client-onboarding-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/citi-client-onboarding-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fciti-client-onboarding-specialist"}]}