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Client Onboarding Manager

https://www.citi.com/ Logo

Citi

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Location:
Canada, Mississauga

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

The Client Onboarding Manager is a seasoned professional role responsible for product onboarding, account management, and customer relationship focus. This role involves in-depth collaboration, innovation, and high-quality service delivery, with a significant impact on project management initiatives, risk management, and client satisfaction.

Job Responsibility:

  • Responsible for product onboarding, account opening, customer interaction, documentation issuance, review and system setups
  • focuses on timely and accurate delivery of all account opening functions, implementation as well as delivering excellent customer service and resolution of customer issues
  • performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities
  • responsible for various types of project management in the account services and product onboarding space, and managing cross-functional relationships with all teams
  • determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • encourages cross functional training for staff to enrich their skill base
  • optimizes manpower to achieve higher productivity levels
  • understands client requirements and implements them correctly
  • monitors customer satisfaction and service level and drives process changes
  • provides innovative solutions to clients
  • ensures a strong and robust processing environment with effective controls
  • establishes risk management practice
  • maintains a culture of risk and controls in the team through various processes and check points
  • identifies means to reduce transaction defects
  • develops performance matrices to track defects and productivity
  • appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Requirements:

  • 5-8 years of experience in documentation review, account maintenance and related cash products preferred
  • good interpersonal communication skills
  • consistently demonstrates clear and concise written and verbal communication skills
  • demonstrated project management skill including financial cost management skill
  • advanced execution skills in a multi-tasking mode
  • exposure to customer service and handling of system, testing and rollouts
  • ability to achieve business objectives without compromising on controls and risk parameters established
  • ability to interact confidently with senior management and/or regulators
  • ability to coach and develop people, identifying and retaining talent
  • able to partner with businesses and other support functions at senior levels in setting strategy and priorities
  • able to strive under pressure and convert opportunity from risk
  • should be open to working staggered hours/shifts/over weekend and on public holidays
  • proficient knowledge of English (written and spoken)

Nice to have:

Project Management Professional (PMP) or Agile Certification

What we offer:
  • Diversity and inclusion
  • equal opportunities
  • global benefits to support well-being, growth and work-life balance

Additional Information:

Job Posted:
August 30, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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