Client onboarding manager Jobs

Client Onboarding Manager

The Client Onboarding Manager provides full leadership and supervisory responsib...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

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 skills
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

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
Optimizes manpower to achieve higher productivity levels
Identifies and develops high performers for next level jobs/mid management positions
Ensures team delivers as per service level agreements
Understands client requirements and implements them correctly

Fulltime

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Client Onboarding Senior Analyst

Assistant Vice President, Client Onboarding Senior Analyst role at Citi's Wealth...

Location

Hong Kong , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 to 5 years of relevant experience in Client Onboarding operations and Project Management
Proficient in Microsoft Excel and skilled in data analysis
Excel Macro/VBA skill is highly recommended
Strong interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrates superior Project management skill and analytical skills
Ability to multi-task and handle various on-going deliverables concurrently
Ability to achieve business objectives without compromising on controls and risk parameters established
Able to strive under pressure and covert opportunity from risk
Open to working staggered hour/shift/over weekend and on public holidays

Job Responsibility

Responsible for Private Bank Client onboarding operations related activities covering Account opening, Account maintenance and Credit related documentation review
Responsible to lead multiple Private Bank Client onboarding related projects to drive digitization and automation initiatives through cutting-edge technologies
Responsible to support the planning and implementation of projects by performing data collection and analysis
Identify opportunities to eliminate process gaps that causes data quality issues and establish a robust process to ensure data accuracy
Evaluate and determine new requirements/process changes through impact analysis to ensure a sustainable and long term process workflow
Create and maintain project documentation, including project plan, status, meeting minutes etc
Ability to perform change management including liaise with multiple stakeholders across regions, document changes, perform reviews and identify process improvements, system enhancements, provides training, stakeholder updates
Ensure close monitoring of project deliverables in order to meet the overall timelines and deliver results
Participate in UAT testing for system related enhancement and ensure smooth production implementation
Drive data remediation exercises to enhance system data quality for accurate and timely regulatory reporting

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Programs to help employees balance their work and life, including generous paid time off packages
Resources and tools to volunteer in the communities
Access to an array of learning and development resources
Programs and services for physical and mental well-being
Empowerment to manage financial well-being and help plan for the future

Fulltime

Senior Manager, Onboarding

The Senior Manager, Onboarding oversees multiple teams, driving strategic initia...

Location

United States , Royal Oak, Michigan

Salary:

107000.00 - 145000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

Proven ability to lead multiple teams and drive operational performance at scale
Strong client-facing and executive communication skills, with the ability to influence and align stakeholders
Strategic thinker with a focus on process improvement, workflow optimization, and team development
Operational management capabilities
Advanced analytical skills and ability to interpret data to drive decisions
Financial acumen and resource management skills
Exceptional stakeholder engagement, influencing, and communication abilities
Understanding of industry trends, systems, and organizational best practices
Deep knowledge of POS hardware, software, integrations, and network setups
Skilled in Agile, Waterfall, or hybrid project management

Job Responsibility

Lead multiple teams or functional areas, setting direction and driving alignment with organizational strategy
Develop leaders and managers, fostering a culture of accountability, collaboration, and high performance
Establish workforce plans, talent pipelines, and development strategies to support growth and scalability
Drive engagement, inclusion, and professional development across teams
Serve as a senior liaison between internal teams, leadership, and client-facing organizations
Translate strategic objectives into actionable team goals and priorities
Anticipate organizational and client needs, driving proactive solutions that enhance customer experience and operational efficiency
Influence cross-functional planning and resource allocation to ensure alignment with business goals
Oversee large-scale or complex operations, ensuring delivery against performance, quality, and financial targets
Define and track key metrics to evaluate team effectiveness and impact

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Senior Manager, Onboarding

The Senior Manager, Onboarding oversees multiple teams, driving strategic initia...

Location

United States , Chicago

Salary:

107000.00 - 145000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

Proven ability to lead multiple teams and drive operational performance at scale
Strong client-facing and executive communication skills, with the ability to influence and align stakeholders
Strategic thinker with a focus on process improvement, workflow optimization, and team development
Operational management capabilities
Advanced analytical skills and ability to interpret data to drive decisions
Financial acumen and resource management skills
Exceptional stakeholder engagement, influencing, and communication abilities
Understanding of industry trends, systems, and organizational best practices
Deep knowledge of POS hardware, software, integrations, and network setups
Skilled in Agile, Waterfall, or hybrid project management

Job Responsibility

Lead multiple teams or functional areas, setting direction and driving alignment with organizational strategy
Develop leaders and managers, fostering a culture of accountability, collaboration, and high performance
Establish workforce plans, talent pipelines, and development strategies to support growth and scalability
Drive engagement, inclusion, and professional development across teams
Serve as a senior liaison between internal teams, leadership, and client-facing organizations
Translate strategic objectives into actionable team goals and priorities
Anticipate organizational and client needs, driving proactive solutions that enhance customer experience and operational efficiency
Influence cross-functional planning and resource allocation to ensure alignment with business goals
Oversee large-scale or complex operations, ensuring delivery against performance, quality, and financial targets
Define and track key metrics to evaluate team effectiveness and impact

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Fulltime

Senior Client Onboarding Specialist

As a senior Client Onboarding Specialist, you will lead the delivery of a best-i...

Location

United Kingdom , London

Salary:

Not provided

Copper.co

Expiration Date

Until further notice

Requirements

Proven experience in Client facing Onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle
Proven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding
Led or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction
Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure
Sound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence
Exceptionally organised and able to manage competing priorities in fast-paced, high-pressure environments—consistently delivering accurate, timely results with a calm and structured approach
Exceptional interpersonal and client-facing skills, with a strong record of cultivating relationships and providing outstanding service that exceeds expectations
Familiar with CRM tools (preferably salesforce) onboarding platforms, and document management systems
Demonstrated interest in crypto, fintech, and broader financial services, with a desire to stay informed on industry trends

Job Responsibility

End-to-End Client Onboarding Ownership - Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best in class client experience
Pipeline Monetisation & Sales Alignment - Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes
Meeting Leadership & Stakeholder Engagement- Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness
Regulatory and legal Coordination - Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track & prioritise client negotiations in line with overall onboarding progress
Pipeline Communication & Prioritisation – Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go-live deadlines
CRM Management & Reporting - Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health
Platform Configuration & Account Setup - Complete the setup of client accounts on the Copper platform
Process Optimisation & Strategic Input - Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copper’s onboarding framework
Product & Integration Enablement - Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability

What we offer

Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service
Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
Life Insurance
Enhanced Pension Contributions - Includes an enhanced employer matching contribution
24/7 Employee Assistance Programme (EAP)
Hybrid working model – we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working

Fulltime

Client Onboarding Sr Analyst

The Client Onboarding Sr Analyst is a seasoned professional role. Applies in-dep...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills. Able to communicate with internal and external business partners
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

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, 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, ensuring account opening 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
Responsible for various types of project management in the account services 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 staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives

Fulltime

Client onboarding manager

Randstad

Location:
Singapore , Singapore River

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 24, 2025

Expiration:
January 09, 2026

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