Client Onboarding Specialist
Citi Group
Client Onboarding Specialist Job Req Id: 26964713 Location: Kuala Lumpur, Malaysia Job Type: Hybrid Posted: May. 18, 2026 Job Overview We are seeking a high caliber professional to join our team as Client Onboarding Specialist (Build Management Associate - C11) based in Kuala Lumpur. This developing professional role involves handling complex client onboarding within the Treasury and Trade Solutions (TTS) business, managing cash‑management implementations, coordinating with cross‑functional partners, and ensuring high quality and timely service. The role requires analytical thinking, strong communication, and the ability to solve complex problems independently. Responsibilities: Coordinate implementation of regional and global cash management solutions of small size and low complexity. Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow‑moving deals. Disciplined application of structured project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan. Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews. Co‑ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery. Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled “go live”). Attend client meetings in close cooperation with TTS Product Sales and Relationship Managers when necessary. Enhance client satisfaction reflected in positive client survey scores and documented during detailed post implementation reviews and case book write‑ups for future implementation usage and marketing purposes. Track and communicate internally the status of the deals. Maintain and communicate MIS and project metrics. Provide ongoing senior‑management updates on key projects as required. Participate in staff forums and survey process. Complete all mandatory and personal development training as stipulated by controls officer and team lead. 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. Qualifications: 3-5 years relevant experience Results orientation – evidence of proactively driving projects to conclusion. Demonstrated communication skills. Organizational and planning skills. Negotiation, decision making and problem‑solving skills. Flexibility – ability to manage a varying workload (i.e., volume, complexity and composition). Ability to manage complex integration solutions, working alongside Technical and Technology teams. Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified. Attention to detail and experience of working in a controlled environment. Self‑starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision‑making/problem‑solving skills. Ability to effectively manage and navigate through multi‑faceted disciplines throughout the Bank. Education: Bachelor’s/University degree or equivalent experience Job Family Group: Implementation Job Family: Build Management Time Type: Full time EEO Statement 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, please contact us for assistance. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
$48 - $50 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales &...SuggestedContract work$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shift$95k - $125k
Nomura Holdings, Inc. in New York, NY, seeks an experienced Client Onboarding professional. You will lead client onboarding processes, ensuring excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client...SuggestedFlexible hours$28 per hour
Creative Solutions Services, LLC in New York, NY is seeking a Client Service Associate to enhance client experiences by coordinating transitions and supporting ongoing client needs. You will work directly with our Global Client Group, providing essential support throughout...SuggestedHourly pay$108k - $133k
UBS is seeking a Client Onboarding/Connectivity Specialist for their midtown Manhattan office. In this role, you will lead the project integration phase, ensuring that business requirements are met within established timeframes. You will work in a global onboarding team...SuggestedWork at office$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree...Remote work$108k - $133k
Your role Our client, a global investment bank, is seeking a Client Onboarding/Connectivity Specialist for their midtown Manhattan office. Responsibilities You will be the central point of contact throughout the project integration phase. You will ensure business requirements...Work at officeFlexible hours- A financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family offices and high-net-worth individuals. The ideal candidate will excel in building relationships, managing...
- 1340 Guggenheim Partners Investment Management, LLC is looking for a Client Service Specialist to join its team in New York City. This role requires effective management of client relationships and support for institutional clients, necessitating strong communication skills...
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote work
- ...improving efficiency, productivity, and scalability—allowing clients to focus on what matters most. In this role Manage and grow a... ...forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking...Remote workWork from home
- ...A great UHY client is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This role is highly client-facing, focused on managing inbound leads, scheduling appointments, and helping individuals navigate services in a...Permanent employmentRemote work
- UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This remote role focuses on managing inbound leads, scheduling appointments, and helping clients navigate services in a professional manner. The ideal candidate...Remote job
$26.7 - $40.36 per hour
A leading financial services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries. The role demands a Bachelor's degree and at least two years of experience in the investment management industry. Key...Hourly payWork at office- UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal...Remote job
- Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and efficient... ...client success. Role Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best‑in‑class onboarding...
$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of...- An established corporate services firm in New York is seeking a Corporate Service Specialist to enhance customer satisfaction by managing client interactions from onboarding through project completion. Candidates should have 2-4 years of experience in customer service or...Full time
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative... ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience...Remote jobFull time
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification activities while ensuring a 6-star client experience. Strong knowledge of cryptocurrency and customer service experience...Fixed term contractRemote workWeekend workAfternoon shift
- Independence Blue Cross is seeking a Client Implementation Intake Analyst in Pennsylvania. This role involves accurately interpreting sales requests and effectively communicating them to coding teams. Responsibilities include handling renewals, cancellations, and client...Work at office3 days per week
$1,120 - $1,600 per month
...Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a...Remote work- AlphaSense, located in New York, is seeking an Accounts Receivable Client Onboarding and Customer Specialist. You will be the main contact point for billing and collections inquiries, ensuring strict adherence to SLA standards while fostering strong client relationships...Remote job
- JPMorgan Chase & Co. is seeking an IMOS Service Delivery Associate located in New York City. This role involves managing client account launches and lifecycle events for Investment Middle Office Service clients, ensuring high-quality client experiences through effective...Work at office
- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
$48k
...Accelerated Automation is hiring a Customer Success Specialist to join their growing team. This full-time remote position requires a client-focused individual who is proactive,... ...with technology. You will manage client onboarding, address basic tech issues, and be...Base plus commissionFull timeRemote workFlexible hours- ...global team is currently distributed between our offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and...
- ...Job Title: Technical Onboarding Specialist Location: Remote / Onsite Employment Type: Full-Time Job Overview We are seeking a highly... ...The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing initial...Full timeRemote work
- PermitFlow is seeking a Recruiter to help identify, attract, and hire talent to support its growth. The role involves developing job descriptions, collaborating with managers, and conducting interviews. You will also promote the company as a great place to work. The ideal...
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