Client Onboarding Project Specialist

• 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
• Maintain compliance with Cit's policies, procedures, and ethical standards while safeguarding client and firm assets

• 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

additional languages

• 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
• Flexible work arrangements to support you in managing work - life balance
• Career progression opportunities across geographies and business lines
• Mentoring Programs
• Socially active employee communities with diverse networking opportunities