Client Onboarding Analyst — Account Services & Client Experience

As a Client Onboarding Analyst at Citi, you will play a central role in how institutional financial clients are brought onto one of the world's leading banking platforms — managing the full account opening and maintenance process while serving as a primary point of contact across North America and Latin America (LATAM) portfolios. This is a bilingual, client-facing position that combines operational precision with project coordination, giving you direct influence over the quality and speed of onboarding outcomes across a global client base. If you thrive in a structured, fast-paced environment where accuracy and client focus are equally valued, this role offers meaningful impact and continuous professional growth.

Responsibilities

• Manage the full lifecycle of client account opening, product activation, and maintenance requests, ensuring each is delivered accurately and within agreed service timelines.
• Serve as the primary point of contact for institutional clients across North America and LATAM, handling queries, resolving issues, and maintaining a high standard of client communication in both English and Spanish.
• Coordinate across global and cross-functional teams to deliver project activities within the account services space, keeping all stakeholders informed and aligned throughout each workstream.
• Review and verify client documentation, confirm system configurations, and define account requirements to ensure all onboarding scenarios are correctly covered from the outset.
• Monitor client satisfaction and service performance, identifying process gaps and implementing targeted improvements that directly enhance the client experience.
• Maintain up-to-date knowledge of operational procedures and regulatory requirements, applying this consistently across all daily activities to uphold Citi's compliance standards.
• Assess risk in operational decisions with transparency, escalating control concerns promptly and upholding Citi's standards of ethical conduct.

Required Qualifications & Skills

• Ability to manage high volumes of account operations simultaneously in a structured, deadline-driven environment without compromising accuracy or client outcomes.
• Advanced bilingual proficiency (B2 or above) in English and Spanish, with the ability to communicate complex or sensitive information clearly in writing and verbally.
• Strong attention to detail combined with analytical thinking, enabling accurate review of client documentation, identification of discrepancies, and delivery of sound recommendations.
• Capability to handle escalations and urgent situations effectively, setting clear expectations with clients and internal partners and resolving issues with minimal disruption.
• Project management skills sufficient to coordinate and deliver across multiple concurrent workstreams in a client-facing operational setting.
• Proficiency in Microsoft Office applications, with direct experience engaging clients in a professional capacity.
• Bachelor's degree or equivalent professional experience in a relevant field.

Beneficial Skills & Qualifications

• Between one and three years of experience in documentation review, account maintenance, or Cash Management products within a financial services environment.
• Familiarity with account onboarding workflows, including the ability to interpret client requirements and translate them into operational or system-level actions.
• Experience managing multiple products or service lines simultaneously, with a track record of expanding product knowledge in a dynamic environment.
• Familiarity with AI tools or artificial intelligence applications as part of day-to-day operational or client service workflows.
• Professional proficiency in Portuguese, supporting broader regional client coverage across the LATAM portfolio.

What We Offer

Joining Citi's Onboarding team means stepping into a role with real client impact, cross-regional scope, and a collaborative team environment where your contributions are visible from day one. You'll gain exposure to global banking operations, work alongside experienced professionals across multiple markets, and develop skills that span client experience, operations, and project delivery.

• Hybrid working model with 3 days in the office and 2 days working remotely, providing a structured balance between collaboration and flexibility.
• Structured Monday to Friday working hours from 8:00 AM to 5:00 PM, supporting a predictable and manageable workday.
• Equitable rotation of Colombian and US public holidays across the team, ensuring fair access to rest days throughout the year.
• Exposure to North America and LATAM client portfolios, broadening your regional expertise and cross-cultural communication skills.
• Ongoing learning and development opportunities within a global financial institution, with clear pathways to expand your knowledge across products and service lines.
• The opportunity to work in a performance-driven environment at global scale, where your accuracy and client focus directly shape business outcomes.

Apply today to bring your bilingual communication skills and client operations expertise to a role where your work directly shapes the onboarding experience for institutional clients at Citi.

Apply today to bring your bilingual communication skills and client operations expertise to a role where your work directly shapes the onboarding experience for institutional clients at Citi.

Citi Colombia is committed to equal opportunity, non-discrimination, and the creation of accessible and inclusive workplaces. In accordance with applicable Colombian regulation on the labor inclusion of persons with disabilities, candidates who are in a disability situation and hold an official disability certification issued under the procedure defined by the Ministry of Health and Social Protection are invited to disclose this information voluntarily during the application process, so that, where appropriate, reasonable accommodations, accessibility support, disability quota compliance and internal compliance controls may be facilitated. Any information shared will be treated as sensitive personal data, with restricted access and solely for the legitimate purposes of inclusive recruitment, accessibility, support, and regulatory compliance, in accordance with applicable law and Citi internal policies. The decision to share this information is voluntary and will not affect merit-based assessment, consideration for the role, or equal opportunity in the selection process.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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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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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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