Client Onboarding Account Maintenance Specialist

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the maintenance of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account maintenance requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
• Assist with performing financial, statistical, and operational studies to aid initiatives and ongoing reporting needs of the Operations department.
• Research and interpret information, identify inconsistencies and make recommendations based on experience and specialty knowledge.
• Assist with performing feasibility analysis for process changes and coordinate with business teams to develop system process improvements and solutions.
• Assist with project quality and timelines and ensure adherence to established guidelines.
• Mentor lower level analyst and provide informal guidance and training to new team members.
• Appropriately 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.

Education:

• Bachelor’s degree/University degree or equivalent experience

Qualifications:

• 2-5 years of relevant experience
• General knowledge of Business Banking, Citi Commercial Banking Products and Services, Account Maintenance
• Consistently demonstrates clear and concise written and verbal communication. Able to communicate with internal and external business partners
• Proficient in Microsoft Office
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate​
• This job description provides a high-level review of the types of work performed, other job-related duties may be assigned as required

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Customer Service

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

San Antonio Texas United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$56,020.00 - $78,180.00

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:

Oct 09, 2025

------------------------------------------------------

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.