The Client Onboarding Lead Analyst is a strategic professional responsible for project managing the onboarding of clients into the Securities Services organization. This individual must stay abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Developed communication, diplomacy, and innovative thinking skills are required in order to guide, influence others, and ensure adequate oversight, monitoring and control of our client and internal business partners. Provides advice and counsel related to the technology or operations of the business. Appropriately assess risk when business decisions are made. Demonstrate 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. Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating. Manage and reporting control issues with transparency. Demonstrates high level of diligence, motivation and organizational skills to ensure timely and accurate delivery of all project deliverables. This individual must deliver superior customer service and resolution of customer issues throughout the client onboarding

Responsibilities:

• Responsible for the overall project management in the Securities Services space, and managing cross-functional relationships.
• Responsible for ensuring appropriate stakeholder engagement and interaction throughout the client onboarding efforts , internally and externally
• Determines overall project timeline, governance structure, and most efficient plan to onboard clients amidst variables to the deal won and requirements identified
• Develop and maintain solid project communication plan
• Collaborate with our operations partners to coordinate client onboarding due diligence
• Partner with businesses and other support functions at senior levels in setting strategy and priorities.
• Ability work with our business partners to analyze and solution complex and variable issues with significant departmental impact
• Understands client requirements and ensure sound oversight, monitoring, control and reporting is in place as they are implemented.
• Successfully manage, communicate and resolve issues, challenges and concerns raised during the onboarding effort. Serve as the escalation point of contact for project related deliverables. Maintain project risk management protocols and governance
• Effectively manage scope creep. Ensure project changes management protocols and governance is leveraged
• Ensure regular, accurate and transparent project status reporting, internally and with our client as phases of the project require
• Completing post implementation review and handoff of the client relationship and service
• Collaborate with our partners to document project lessons learned. Ensure key opportunities for improvement are implemented
• Maintain robust knowledge in Securities Services industry, and Citi’s services and solutions
• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients and ensures a strong and robust processing environment with effective controls.
• Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
• Builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.     

Qualifications:

• Experienced project and process management skill in complex, global environment
• Previous experience in Custody or Fund Accounting and Administration
• Excellent interpersonal communication skills. Able to communicate with internal and external business partners.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Strong skills in Word, Excel, PowerPoint, MS Project, Visio, SharePoint
• Proactive and able to work and learn independently
• Flexible to work in accordance to demands a specific client onboarding requires.
• Ability to focus on high quality delivery and priorities in stressful situations
• Ability to achieve business objectives without compromising on controls and risk parameters established

Education:

• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

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

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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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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

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:

Dec 19, 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.

 

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