Client Onboarding Senior Analyst

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Job Overview

Role Description

The role is part of the TTS North America Client Onboarding Team, which is responsible for coordinating client onboarding activities, including all account openings/maintenance, technical integration, and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.

The candidate will be responsible for delivering on their POD portfolio of client onboarding requests and projects, working directly with clients and their global treasury organizations.

The candidate must be able to partner with key internal and external stakeholders to drive and deliver client onboarding requests/projects to the highest standards. In addition to core onboarding delivery responsibilities, the role requires individual ownership of analytical work, including data analysis, development of insights, and preparation of management and EXCO-level presentation materials.

The Onboarding Manager will act as the escalation point of contact for their POD and will support the Onboarding Documentation Specialist and Onboarding Technical Implementation Manager. The role includes responsibility for adherence to governance standards and for translating onboarding and performance data into clear, actionable insights for senior leadership.

Job Background / Context

Citi Treasury and Trade Solutions Group provides integrated cash management and trade finance services to multinational corporations, financial institutions, and public sector organizations globally. Citi Digital Working Capital, with its full range of digital and mobile-enabled platforms, tools, and analytics, continues to lead the way in delivering innovative and tailored solutions to its clients. The business offers the industry’s most comprehensive suite of treasury and trade solutions, including cash management, payments, receivables, liquidity management, investment services, working capital solutions, commercial and prepaid card programs, and trade finance services.

This role operates within the North America TTS Cash and Trade Onboarding team, delivering a wide range of product solutions across onboarding projects of varying complexity. The role requires the individual to form effective working relationships regionally and globally with clients and stakeholders (Product, Technology, Coverage, Operations, etc.), and to demonstrate strong communication, diplomacy, and analytical capabilities, including the ability to independently analyze data and present findings to senior stakeholders.

Responsibilities

Core Onboarding & Delivery

• Successfully coordinate onboarding of regional and global cash management solutions across varying sizes and complexities.
• Continuously reduce onboarding cycle time, minimize deal slippage, and reduce revenue conversion lead time.
• Accurately track and report deal status, escalating effectively for “on hold” and slow-moving deals.
• Apply disciplined, structured management throughout the onboarding lifecycle to ensure effective control and timely delivery.
• Ensure strict adherence to defined quality standards and “best practices,” consistently achieving “excellent” quality review ratings.
• Coordinate Sales, Product, Client Services, Technology, and Operations partners to ensure client satisfaction.
• Act as the primary escalation point for onboarding-related issues within the POD.
• Attend client meetings as required in close partnership with TTS Product Sales and Relationship Managers.
• Conduct post-onboarding reviews, with client satisfaction reflected in positive survey results and documented outcomes.

Analytics, Reporting & Executive Communication

• Individually own the development and maintenance of onboarding related MIS, dashboards, and performance metrics.
• Perform detailed data analysis to identify trends, risks, bottlenecks, and improvement opportunities across onboarding portfolios.
• Translate complex data into clear insights, themes, and recommendations for senior management decision-making.
• Prepare high-quality presentation decks for management forums, senior leadership updates, and EXCO-level reporting, ensuring accuracy, clarity, and executive-ready storytelling.
• Provide regular, data-driven updates on onboarding performance, key risks, delivery milestones, and remediation plans to management and EXCO stakeholders.
• Partner with internal teams to validate data accuracy and ensure consistency of reporting across governance and leadership routines.
• Support strategic initiatives by leveraging analytics to inform process improvements, prioritization, and capacity planning.

Governance, Risk & Controls

• Maintain effective governance standards across onboarding activities and reporting processes.
• Appropriately assess risk when making business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citi, its clients, and assets.
• Drive compliance with applicable laws, rules, regulations, and policies; escalate, manage, and report control issues with transparency and sound ethical judgment.

People & Development

• Participate in staff forums and employee survey processes.
• Complete all mandatory and personal development training as stipulated by the controls officer and team lead.

Qualifications

• 3–5 years of experience leading complex client-facing projects and delivering strong client outcomes.
• Strong results orientation with demonstrated ability to proactively drive initiatives to completion.
• Excellent communication, stakeholder management, and negotiation skills.
• Strong analytical capability with experience in data analysis, performance reporting, and executive-level presentations.
• Ability to synthesize data into concise, actionable insights for senior management audiences.
• Proven ability to prioritize and manage multiple workstreams across diverse banking functions.
• Ability to manage high-volume and high-complexity workloads in a pressured environment.
• Detail-oriented, hands-on approach with experience working in controlled and regulated environments.
• Ability to thrive in a fast-paced, dynamic organization and adapt quickly to changing priorities.
• Proficiency in Mandrin language is a plus.

Education / Certification

• Bachelor’s degree, postgraduate degree, or equivalent professional experience.
• PMP or Agile certification is an asset.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Primary Location Full Time Salary Range:

$88,240.00 - $132,360.00

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

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This job opening is for an existing job vacancy.

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