Client Onboarding Project Manager, Citi

Citi

Location:
United States, Columbus, Ohio

Category:
Customer Service

Contract Type:
Not provided

Salary:

96400.00 - 144600.00 USD / Year

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Job Description:

The Client Onboarding Project Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise.

Job Responsibility:

Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business goals and confirm project plans meet business needs as described in the project initiation documents
Responsible for customer interaction
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of client onboarding
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Responsible for the day to day management of executing to milestones and budget on one or more projects
Assess creation and ensure sign-off of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Understands client requirements and ensure they are implemented 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
Engages in project planning including cost management
Develops training content, training materials, trackers for the migration
Responsible for setting direction of a specialized area
Establishes risk management practice
Maintains a strong culture of risk and controls through various processes and check points
Identifies means to reduce transaction defects (internal and external)
Develops performance matrices to track defects, productivity
Ensures clean audit results
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Appropriately assess risk when business decisions are made
Escalate project risks to the Project Director, or Project Sponsor, when appropriate
Ensure all stakeholders are identified and included in scope definition activities and understand project schedule and key milestones
Ensure all areas of the project are appropriately staffed and monitor project commitment from those assigning resources
Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions
Directly affects the business by influencing strategic functional decisions through advice, counsel or provided services
Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers

Requirements:

6-10 years relevant experience in financial services
Knowledge in Fund Services and Custody Services
Project management skill with in depth knowledge of project artefact management
Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication 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
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour /shift / over weekend and on public holidays

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
August 14, 2025

Expiration:
August 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Project Manager

Citi

Location:United States, Columbus, Ohio

Category:Customer Service

Contract Type:Not provided