Wealth National Client Onboarding Specialist

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Job Overview

The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA’s branch location.

Key Responsibilities:

• Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership.
• Efficiently addresses inquiries from the SWA and the wealth team and connects them with business partners to support their requests.
• Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service.
• Recommends improvements for investment procedural and process related activities throughout the client onboarding lifecycle.
• Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.
• Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure.
• Keeps detailed records of open client onboarding issues and monitors them accordingly.
• 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.
• Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.

Qualifications:

• 5-8 years of relevant experience
• Strong business acumen with an in-depth understanding and alignment to the internal operating model and overall value proposition
• Consistent top-tier performer
• Ability to manage and expedite multiple tasks in a dynamic, fast paced service environment.
• Exceptional critical thinking / problem solving skills to immediately address escalated client onboarding issues.
• Superior client service proficiency including excellent verbal, written, and listening skills.
• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment.
• Strong desire to create a top-notch client experience with every client, every day.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
• Series 7 and 63 or 66 Licenses required at time of hire. 

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Language skills in Mandarin/Cantonese welcomed.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

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.

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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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Anticipated Posting Close Date:

Sep 18, 2025

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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.

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