59,476 Client Onboarding Specialist jobs in the United States

Vacancy Name
Client Onboarding Specialist

Vacancy ID
VN2910

Location
USA - California

Created Date
7/1/ :50 AM

Description
Client Onboarding will be the first point of contact for new leads and are responsible for the onboarding journey of our client's suppliers. The team aims to build a relationship with clients and their suppliers through phone calls and emails, gaining trust, explaining the benefits and reasons for the registration, and closing the sale.

Key Responsibilities
REVENUE
• Generate new revenue through engaging with supplier lists provided by new clients
• Retain revenue by proactively contacting suppliers whose annual subscription is due for renewal
• Assist suppliers with auto-renewal issues, such as card declining or card changes
• Lead generation through clients who did not register during their initial invitation process or during their renewal process
• Manage sales pipeline by tracking sales opportunities through the sales cycle and identifying and resolving potential roadblocks
• Analyzing sales performance metrics to deliver monthly / quarterly sales quotas and providing insights to management
RETENTION
• Build rapport with suppliers, becoming their trusted point of contact
• Maintain optimum customer satisfaction and experience
• Advise suppliers on the purpose of the registration and key benefits this can provide their company 1. Know yourself 2. Market Differentiator 3. Streamlined Process 4. Client Retention
DATA QUALITY
• Maintain CRM system (MS Dynamics) with customer information, contact log, pipeline stage, and notes
• Maintain accurate notes and comments from each supplier interaction
REQUIRED SKILLS
• Excellent communication skills to articulate product benefits clearly and persuasively over the phone and email
• Strong listening skills demonstrated by actively listening to customer needs and concerns
• Demonstrate a sales acumen by understanding the sales process, objective handling techniques and closing strategies
• Time management skills to effectively manage a high volume of leads and calls
• Ability to handle rejection and stay motivated in a fast-paced environment
TEAM
• Attend team meetings to discuss issues, suggestions, and improvements relating to the running of the inside sales team
• Take part in team huddles to review trends and set objectives
• Work within a framework of corporate standards and policies
• Take part in training sessions to learn new skills, undergo coaching with experienced agents, and participate in group workshops
KEY PERFORMANCE INDICATORS
• Monthly Sales Goals
• New business conversion rate
• Renewal business conversion rate
• Daily calls and supplier contacts

Qualifications
QUALIFICATIONS
• No mandatory qualifications required

Person Specification
DRIVE & MOTIVATION
• Addresses multiple demands without losing focus or energy
• Increases efforts in the face of difficulties or obstacles and recovers quickly after setbacks
• Remains calm and focused during stressful or challenging situations; concentrates only things they can control or influence
• Encourages others during challenging times with their positive, can-do attitude
INFLUENCING
• Successfully employs more than one influencing strategy or tactic when trying to persuade others
• Effectively employs bold, unusual, or dramatic steps to persuade and convince others
• Rehearses or role-plays conversations or presentations to get feedback on their intended approach
• Anticipates the effect of their approach on others
CUSTOMER FOCUS
• Uses communication styles that are appropriate to the needs and interests of customers and stakeholders
• Proactively identifies repeated problems or barriers to customer service and takes steps to resolve these
• Asks questions to gain a clear understanding of customer's problems or complaints
• Keeps customers informed of progress
ACHIEVING RESULTS
• Plans and structures own work in order to achieve agreed objectives
• Strives to deliver within agreed deadlines
• Thinks carefully about how to make the best use of their time
• Balances quality standards with the need to meet deadlines
SUPPORTING COLLEAGUES
• Treats others with respect, fairness, and consistency
• Makes time available to help others when asked
• Uses their skills and knowledge to make things easier for others
• Thinks about the impact of their own work and performance on others in the team
KNOWLEDGE
• Structured selling
• Sector knowledge
• Working knowledge of MS Office applications
EXPERIENCE
• Previous experience in a quota based Inside Sales or Customer Service role and demonstration of exceeding sales objectives

Are you ready to make a meaningful impact in a modern healthcare organization?

At Entyre Care, we are committed to empowering and supporting family caregivers by providing emotional and financial support while they care for their loved ones. With years of expertise in Structured Family Caregiving (SFC), we provide the resources and guidance caregivers need to enable their loved ones to live with dignity and independence in their own home. Entyre Care respects and values the vital role family caregivers play and strives for fair compensation, allowing them to focus on providing the highest level of care and support.

Position Overview:

We are seeking a detail-oriented and organized Customer Success Specialist to manage the day-to-day administrative operations of our customer success processes. In this role, you will ensure that our customers receive seamless service by maintaining accurate records, streamlining workflows, and supporting internal teams with data and insights. Your focus on operational excellence will contribute to creating an exceptional customer experience.

Key Responsibilities:

• Customer Data Management: Maintain and update customer information in our CRM system, ensuring accuracy and reliability for internal teams.
• Process Coordination: Organize and oversee customer onboarding, renewals, and follow-up schedules to ensure timely and efficient service delivery.
• Reporting & Insights: Generate and analyze reports on customer engagement, satisfaction, and retention metrics to inform team strategies and decision-making.
• Documentation & Resources: Create and maintain clear, organized documentation for customer success workflows, FAQs, and support resources.
• Task Prioritization: Manage customer requests, escalations, and follow-ups, ensuring issues are routed to the appropriate team members and resolved promptly.
• Administrative Support: Assist in coordinating team activities, including scheduling meetings, preparing agendas, and maintaining task tracking systems.
• Process Improvement: Identify opportunities to improve customer success operations and propose efficient solutions to optimize workflows.
• Cross-Functional Collaboration: Work closely with sales, support, and product teams to ensure seamless communication and alignment of administrative processes.

Qualifications:

• Strong organizational and multitasking skills with excellent attention to detail.
• Experience in administrative support, customer success, or operations roles.
• Bilingual, fluent Spanish and English is a plus.
• Ability to create and manage reports, dashboards, and performance metrics.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and process improvement.
• Familiarity with customer service principles and a strong commitment to supporting internal and external stakeholders.
• Strong organizational skills with the ability to manage multiple tasks and priorities
• Self-motivated and proactive in identifying and solving problems
• Familiarity with Medicaid programs is a plus.

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As a Client Onboarding Specialist Associate within the Commercial and Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
**Job Responsibilities**
+ Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
+ Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
+ Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
+ Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
+ Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
**Required qualifications, capabilities and skills**
+ 1+ years of experience in managing and executing strategic initiatives in a professional field.
+ Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
+ Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
+ Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
+ Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
**Preferred qualifications, capabilities and skills**
+ Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
+ Oversee project management activities to ensure timely and successful client onboarding.
+ Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
+ Foster digital literacy within the team to leverage technology in the onboarding process.
+ Implement cybersecurity measures to protect client data during the onboarding process.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Chicago,IL $64,600.00 - $87,500.00

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Serves as an ETF Onboarding expert for assigned fund launches to assist business lines and clients with support and coordination during the fund onboarding process. Provides project direction and support including research, analysis, and coordination for new fund launches. Serves as primary lead on fund launches acting as a key contact to new clients. Acts as a liaison supporting the strategies and objectives of the business line and our clients in order to successfully onboard funds onto our systems.
Required experience with ETFs and Fund onboarding. Ability to work independently, be responsive to business and client needs, execute on tight deadlines and negotiate solutions for new and evolving product types.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of direct experience with project management responsibilities, ETFs and onboarding of 1940 act mutual funds
Preferred Skills/Experience
- Ability to conduct an analysis of business needs, including scheduling managing and leading meetings, planning agendas, conferring with business line leaders, documenting and making verbal and written presentations, tracking and executing on project deliverables from both internal and external stakeholders
- Strong understanding and use of project management techniques and testing processes and supervises their use
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Strong project management, organization and analytical skills
- Strong interpersonal, verbal, written and presentation communication skills
- Strong leadership and negotiation skills
- Extensive knowledge of the business lines or functional areas involved in the onboarding of ETFs and mutual funds
-Project Management Professional (PMP) certification strongly preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Are you ready to make a meaningful impact in a modern healthcare organization?

At Entyre Care, we are committed to empowering and supporting family caregivers by providing emotional and financial support while they care for their loved ones. With years of expertise in Structured Family Caregiving (SFC), we provide the resources and guidance caregivers need to enable their loved ones to live with dignity and independence in their own home. Entyre Care respects and values the vital role family caregivers play and strives for fair compensation, allowing them to focus on providing the highest level of care and support.

Position Overview:

We are seeking a detail-oriented and organized Customer Success Specialist to manage the day-to-day administrative operations of our customer success processes. In this role, you will ensure that our customers receive seamless service by maintaining accurate records, streamlining workflows, and supporting internal teams with data and insights. Your focus on operational excellence will contribute to creating an exceptional customer experience.

Key Responsibilities:

• Customer Data Management : Maintain and update customer information in our CRM system, ensuring accuracy and reliability for internal teams.
• Process Coordination : Organize and oversee customer onboarding, renewals, and follow-up schedules to ensure timely and efficient service delivery.
• Reporting & Insights : Generate and analyze reports on customer engagement, satisfaction, and retention metrics to inform team strategies and decision-making.
• Documentation & Resources : Create and maintain clear, organized documentation for customer success workflows, FAQs, and support resources.
• Task Prioritization : Manage customer requests, escalations, and follow-ups, ensuring issues are routed to the appropriate team members and resolved promptly.
• Administrative Support : Assist in coordinating team activities, including scheduling meetings, preparing agendas, and maintaining task tracking systems.
• Process Improvement : Identify opportunities to improve customer success operations and propose efficient solutions to optimize workflows.
• Cross-Functional Collaboration : Work closely with sales, support, and product teams to ensure seamless communication and alignment of administrative processes.

Qualifications:

• Strong organizational and multitasking skills with excellent attention to detail.
• Experience in administrative support, customer success, or operations roles.
• Bilingual, fluent Spanish and English is a plus.
• Ability to create and manage reports, dashboards, and performance metrics.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and process improvement.
• Familiarity with customer service principles and a strong commitment to supporting internal and external stakeholders.
• Strong organizational skills with the ability to manage multiple tasks and priorities
• Self-motivated and proactive in identifying and solving problems
• Familiarity with Medicaid programs is a plus.

New Client Onboarding Specialist

Opportunity

SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a New Client Onboarding Specialist to join our Client Success team. This role is focused on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform.

As a New Account & Implementation Specialist, you will act as the primary liaison between advisors, internal teams, and operations to deliver accurate and efficient new account setups. You will help clients navigate onboarding, manage account-related requests, and ensure long-term success through strong communication, proactive problem-solving, and attention to detail.

Responsibilities

• Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform.


• Review and activate new accounts, including account setup, mappings, and required documentation.


• Enable and disable account trading per advisor requests.


• Manage account maintenance, including updates, closures, and modifications.


• Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters.


• Communicate daily account status updates, maintenance requests, and follow-ups with clients.


• Collaborate with the implementation team for seamless handoffs during new onboarding.


• Assist in migrating existing client portfolios to the SMArtX platform.


• Escalate and resolve extraordinary account circumstances in partnership with internal teams.


• Prepare and update client-facing and internal documentation to support onboarding and account management processes.


• Contribute feedback and ideas to improve platform onboarding workflows and client experience.

Qualifications

• Bachelor’s degree preferred (Business, Finance, or related field a plus).


• 1+ years of experience in client success, account management, or client service , preferably in financial services or fintech (not required).


• Strong organizational skills with the ability to manage multiple client accounts simultaneously.


• Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams.


• High attention to detail and accuracy in handling account data and documentation.


• Proficiency in Microsoft Office Suite; ability to quickly learn new software.


• Problem-solving mindset with the ability to resolve client and account-related issues quickly.


• Self-driven, proactive, and passionate about delivering an outstanding client experience.

About SMArtX Advisory Solutions

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships.

ADP is hiring an **Implementation Specialist.**
+ Are you ready to join a company offering career advancement opportunities throughout your career journey?
+ Are you looking for an inclusive environment with a culture of collaboration and belonging?
If so, this may be an opportunity for you. Read on and decide for yourself.
As an Implementation Specialist, imagine yourself as part of the new client welcome committee. but with a special twist. When you join our implementation team, you onboard new clients and get them comfortable using our products and services. You make sure our products and services don't just deliver but exceed client expectations. And you're not doing it alone. We're with you every step of the way through our award-winning training programs and world-class service guidelines. Here, you'll feel you're making an impact and gain the knowledge and expertise to grow your career in the process.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Implementation at ADP,** watch here: YOU'LL DO:** Responsibilities
**What you can expect on a typical day:**
**Consult with Clients to Deliver a Comprehensive ADP Solution.** You will partner with clients to understand their business and related needs. You will guide and drive clients towards the best solution for their needs.
**Implement ADP Technologies.** You will analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
**Partner Internally.** You will interact/collaborate with ADP associates in sales and customer service. You will exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
**Multi-Task - Communicate.** Your ability to work on multiple time-sensitive follow-ups / projects at the same time is essential to succeeding in this role. You can clearly and concisely share essential information and you are comfortable and skilled in using Microsoft Office products.
**TO SUCCEED IN THIS ROLE:** Required Qualifications
+ You have at least three years of experience working in a client service/customer service environment, with at least one year of business consulting experience.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:
+ Experience noted above OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest** . Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impact upon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**jobs.adp.com**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA’s branch location.

Key Responsibilities:

• Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership.
• Efficiently addresses inquiries from the SWA and the wealth team and connects them with business partners to support their requests.
• Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service.
• Recommends improvements for investment procedural and process related activities throughout the client onboarding lifecycle.
• Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.
• Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure.
• Keeps detailed records of open client onboarding issues and monitors them accordingly.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.

Qualifications:

• 5-8 years of relevant experience
• Strong business acumen with an in-depth understanding and alignment to the internal operating model and overall value proposition
• Consistent top-tier performer
• Ability to manage and expedite multiple tasks in a dynamic, fast paced service environment.
• Exceptional critical thinking / problem solving skills to immediately address escalated client onboarding issues.
• Superior client service proficiency including excellent verbal, written, and listening skills.
• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment.
• Strong desire to create a top-notch client experience with every client, every day.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
• Series 7 and 63 or 66 Licenses required at time of hire.

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Language skills in Mandarin/Cantonese welcomed.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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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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Anticipated Posting Close Date:

Oct 15, 2025

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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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA's branch location.

Key Responsibilities:

• Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership.

• Efficiently addresses inquiries from the SWA and the wealth team and connects them with business partners to support their requests.

• Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service.

• Recommends improvements for investment procedural and process related activities throughout the client onboarding lifecycle.

• Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.

• Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure.

• Keeps detailed records of open client onboarding issues and monitors them accordingly.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.

Qualifications:

• 5-8 years of relevant experience

• Strong business acumen with an in-depth understanding and alignment to the internal operating model and overall value proposition

• Consistent top-tier performer

• Ability to manage and expedite multiple tasks in a dynamic, fast paced service environment.

• Exceptional critical thinking / problem solving skills to immediately address escalated client onboarding issues.

• Superior client service proficiency including excellent verbal, written, and listening skills.

• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment.

• Strong desire to create a top-notch client experience with every client, every day.

• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills

• Series 7 and 63 or 66 Licenses required at time of hire.

Education:

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Language skills in Mandarin/Cantonese welcomed.

Job Family Group:

Consumer Sales

Job Family:

Consumer Sales Support

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Oct 15, 2025

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .

View Citi's EEO Policy Statement ( and the Know Your Rights ( poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.