Head of Account Opening and Client Service Operations, Wealth Operations
$250kCitibank (Switzerland) AG
- # Head of Account Opening and Client Service Operations, Wealth OperationsApplylocations: New York New York United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 7, 2026 (30 days left to apply)job requisition id: 26975604**Role Purpose**The Head of Account Opening & Client Service Operations is responsible for the end‐to‐end operational management of global functions across Client Onboarding and Client Service Operations (CSO).This role owns the operational framework that underpins how Citi Wealth receives, services, supports, and resolves client interactions throughout the client lifecycle, ensuring consistent execution, strong control discipline, regulatory compliance, and high‐quality client outcomes across all regions.The role acts as a senior operations partner to Wealth Business leadership and Control Functions and plays a key role in advancing the Wealth Operations target operating model and transformation.**Key Areas of Accountability****Account Opening Operations*** Provide executive oversight of account opening and client documentation support activities covering banking, custody, and investment accounts across Wealth businesses.* Ensure accurate execution of post‐KYC onboarding activities, including documentation completeness, validation, and alignment to approved client profiles.* Establish and enforce standards for documentation quality, exception management, rework reduction, and onboarding cycle time performance.* Ensure adherence to Citi policies, regulatory requirements, and jurisdiction‐specific onboarding standards.* Partner with KYC, Compliance, Legal, Tax, and Technology teams to resolve complex onboarding and documentation issues.**Client Service Operations (CSO)*** Lead Client Service Operations teams responsible for post‐onboarding client servicing and service execution:* Ensure CSO delivery is standardized, scalable, and aligned to defined service level agreements, quality metrics, and control requirements.* Drive consistency of service experience across regions, platforms, and client segments.* Monitor service performance, operational risks, and client outcomes to identify improvement opportunities.**Risk, Controls & Governance*** Maintain executive accountability for operational risk management across Account Opening and CSO.* Partner closely with Compliance, Risk, Legal, and Internal Audit to manage regulatory expectations and examination outcomes.* Ensure consistent application of Citi policies and regulatory standards across regions and operating teams.**Transformation & Continuous Improvement*** Sponsor and lead initiatives focused on: + Process simplification and standardization + Deploy and adopt new technologies and capabilities like AI. + Digitization and workflow optimization + Improved transparency and client experience outcomes through Key Performance Indicators (KPI) and Service Level Agreements (SLA)* Leverage complaint insights and service data to drive **preventative actions and service improvements**.* Contribute to Wealth Operations transformation initiatives and operating model evolution.**People & Leadership*** Lead and develop senior operations leaders and regional managers across the Client Experience Operations portfolio.* Set clear expectations around **client focus, accountability, control discipline, and operational excellence**.* Partner with HR on talent management, succession planning, and capability development.* Represent Account Opening and Client Service Operations in Wealth leadership and governance forums.**Essential Qualifications*** Extensive senior leadership experience in Wealth Operations, Client Operations, or Service Management within a large, regulated financial institution.* Strong subject‐matter expertise in client onboarding, account opening, and/or client servicing.* Recognized as a strategic leader who can balance operational execution with transformation, leveraging technology, AI, and data-driven capabilities to create sustainable competitive advantages and deliver the Wealth Operations target state.* Strong partnership experience with Technology, Digital, Product, Data, and Operations teams to define and deliver strategic transformation roadmaps.* Proven ability to drive organizational change and adoption of new technologies while maintaining business performance, regulatory compliance, and client service excellence.* Deep understanding of operational workflows within Wealth Management and how emerging technologies can be leveraged to improve client and employee experiences.* Proven ability to manage complex, global operations with significant regulatory and control requirements.* Demonstrated experience driving transformation, standardization, and performance improvement at scale.* Executive presence with strong stakeholder management and communication skills.**Qualifications required**FINRA Series 24 (General Securities Principal) and Series 99 (Operations Professional) licenses required or must be obtained within a specified period following hire.------------------------------------------------------## **Job Family Group:**Operations - Management Operations------------------------------------------------------## **Job Family:**Management Leadership------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**New York New York United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$250,000.00 - $500,000.00In 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**FINRA Regulations.------------------------------------------------------## **Anticipated Posting Close Date:**------------------------------------------------------*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.*
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Head of Account Opening and Client Service Operations, Wealth Operations in New York, NY vacancy
$100k - $150k
...is a top-ranked accounting, tax, and advisory... ...real value to our clients. Our mission... ...provide exceptional service while fostering... ...and NetSuite, with openness to deploying... ...financial guidance and operational support to... ...family office and wealth management clients...OperationsFull timeWork at officeLocal areaFlexible hours3 days per weekPKF O’Connor Davies
New York, NY3 days ago$200k - $275k
National Accounts Manager The National Accounts Manager will lead Fortress... ...relationships with private wealth platforms and home offices,... ..., legal, compliance, and operations. Collaborate on product design... ...individual performance, years of service, experience, geographic...OperationsLocal areaHome office$103.6k - $189.9k
Japanese Business Services (JBS) - Federal Tax Manager... ...and Reporting - NYC / open Location: New York... ...and Inbound Japanese clients. In return, you can expect... ...frameworks, and help shape operating models that support... ...(4‑year degree) in Accounting or a graduate degree in...SuggestedSummer holidayFlexible hours- JPMorgan Chase is seeking a Private Client Investment Associate to support Private Client Advisors with client service, operations, and wealth planning activities within Wealth Management. You will help with account openings, money movements, and trade processing while...Operations
- Citi is seeking a Head of Account Opening and Client Service Operations in New York to oversee the end‑to‑end onboarding and client servicing for global wealth businesses. You will drive standardization, risk controls and a transformed operating model across regions and...Operations
$265k - $305k
...markets. We invest our clients' capital across a... ...of Collaboration, Openness, Responsibility... ...'s U.S. Global Wealth Management (GWM) group... ...an experienced Account Manager with established... ...is dedicated to servicing the largest... ...Legal & Compliance, Operations. Location New...OperationsLocal areaFlexible hoursShift work- ...serving over 400 clients, including... ...seeking a founding Head of Finance to... ...reporting, and operational rigor, while serving... ...include: Own accounting and financial... ...Experience in fintech, wealth management,... ..., or financial services Experience... ...roles, we are also open to candidates...OperationsFull timeWork at officeRelocation
Archlabs.com
New York, NY2 days ago - ...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...safeguarding, and growing their wealth. Whether derived from... ...office structures and operations. Our services include:... ...domains, including accounting, finance, human...OperationsTemporary workWork at office
RSM
New York, NY14 hours ago $116.2k - $212.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management,... ...manage tax compliance accounts. Responsibilities... ...task and meet deadlines. Open mindedness and creative...Work experience placementSummer holidayLocal areaFlexible hoursEY
New York, NY1 day ago$142.6k - $261.5k
...IT investments. We deliver exceptional client service — providing advice on how technology,... ...evaluate business models, processes, and operations. You will gather, understand, and... ...complex technical initiatives, ensuring accountability for performance and results. Collaborate...OperationsWork experience placementSummer holidayFlexible hoursEY
Hoboken, NJ14 hours ago- ...About Savvy Wealth: Wealth management is a $545 billion... ...tech platform and client portal, an in-house marketing... ...and a dedicated client services team that runs day-to-day operations and support. Advisors at... ...! The Role: The Accounting Manager will be the...OperationsWork at office
Savvy Advisors, Inc.
New York, NY1 day ago - ...Assistant Controller Our client is a full-service qualified automotive car... ...over 30 years, they bring a wealth of experience to the industry... ...our clients financial operations. Position Responsibilities... ...coordinate, and execute all accounting functions for the business....OperationsImmediate start
- ...with a market-leading Digital Account Opening provider to bring best-in-... ...opening capabilities to our clients. The Digital Product Manager... ...compliance, risk, legal, and operations teams to ensure the solution... ...contractual commitments and service level agreements Work with...OperationsFull timeTemporary workPart timeWork experience placementRemote workFlexible hours
$164.8k - $188.1k
Manager, Product Management - Account Opening Decisioning Product Management at Capital One is... ...quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics,... ...is not liable for third-party products, services, educational tools or other information...OperationsFull timePart timeLocal area$65k - $80k
Position Overview The Neuberger Wealth Operations team supports our Wealth Management business, focusing on account opening and maintenance, and document‑driven workflows. The team provides high‑level client service to the Wealth Management and Client Service teams it supports...OperationsLocal area$200k - $300k
...innovative ways to help clients achieve their... ...management, wealth management, and... ...legal, and client service teams to deliver... ...Summary The Head of Insurance General Account Solutions - US is... ...headquartered insurers that operate internationally,... ...to a culture of openness, shared...Work at officeLocal area- ...one priority. With a wealth of learning and career... ...seeking a Director, Oracle Accounting Hub for our... ...resources from other service lines/industries Lead... ...engagements for various clients, including process design... ...and safeguard business operations and company reputation...OperationsFull timeH1bLocal area
KPMG
New York, NY5 days ago - ...true Tax Director, Private Client Services (HNWI) 120 West 45th Street... ...-09-12 2025-07-26 Industry: Accounting / Finance Job Number: 2289 Job... ...engagement staff follow up on open items and issues and that... ...understanding of the client’s operations, accounting systems,...OperationsRemote work
- ...ACCOUNTING TEAM MANAGER - PAYROLL DEPARTMENT MANAGER We... ...employees mean happy clients, and that's what we're... ...small business accounting operations in multiple industries... ...Strong “client service” orientation Educational... ...at RMG? “A laid back, open, accepting environment...OperationsWork at officeRemote work
The RMG Group
New York, NY1 day ago $75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate... ...client service, sales support, operational coordination, and select... ..., business development, account administration, planning coordination... ...onboarding, account opening, documentation collection,...OperationsFull timeWork at office$79.7k - $103k
...outcomes through technology, services, and clinical expertise... .... Think of it as an open invitation to embrace... ...Manager / Senior Account Manager (must be Licensed... ...primary point of contact for client stakeholders, ensuring... ...‑functional teams (operations, clinical, finance, and...OperationsFull timeContract workFor contractorsLocal areaRemote work$70k - $75k
...who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you... ...Position Monitoring firms Operating Bank Accounts which include timely payment... ...submissions of candidates for our open positions exclusively from...Full timeWork experience placementWork at officeWilson Elser
New York, NY2 days ago$91.22k - $172.95k
...assurance firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...of independent accounting and business advisory... ...relative to the client’s operations, processes, and business... ...following:Real estatePrivate wealth, ultra high net worth,...OperationsLocal areaWorldwideBaker Tilly Advisory Group, LP
New York, NY2 days ago- ...Financial Services Tax Practice Senior Manager... ...to help our clients meet their tax obligations... ..., management of operational tax risks, and tax... .... Initiate open and candid coaching... ...of the Asset and Wealth Management team you... ...Bachelor's Degree in Accounting ~5 years of...Local areaOverseas
PwC (US)
New York, NY14 hours ago $70k - $85k
...Accountant/Bookkeeper Are you looking for a role that combines... ...exposure to international clients and business operations? Join our Business Process... ..., consulting, and client service, giving you the... ...flexible work schedule? We are open to partially remote work,...OperationsFull timeWork at officeImmediate startRemote workWorldwideFlexible hoursRödl
New York, NY4 days ago$102.1k - $187k
...working world. Tax Services Manager - Financial Services... ...Office - Customer Tax Operations and Reporting (CTOR)... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management,... ...441 to 1446), Foreign Account Tax Compliance Act (FATCA...OperationsSummer holidayWork at officeRemote workFlexible hoursEY
New York, NY2 days ago$91.22k - $172.95k
...assurance firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...of independent accounting and business advisory... ...relative to the client's operations, processes, and business... ...Real estate Private wealth, ultra high net worth,...OperationsLocal areaWorldwideBaker Tilly
New York, NY3 days ago$175k - $200k
...for sophisticated clients via our Systematic... ...28.7 billion* and operate across multiple offices... ..., and being open and transparent about... ...The US Systematic Wealth team is looking to... ...managed accounts. The role involves... ...performed by third-party service providers. Overseeing...OperationsTemporary workWork at officeLocal areaFlexible hoursMan Group
New York, NY3 days ago$88k - $120k
Manager - Management Company Accounting (Private Equity Funds) Full-time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group... ...all, what makes us different is our people. Operating as trusted partners to our clients, we deliver...OperationsPermanent employmentFull timeWork at officeWorldwide$62.62k - $87.38k
Registered Wealth Investment Services Associate Apply (opens in new window) Job Req Id: 25917838... ...Telesales Representative is a Client Service and Sales... ...: Fully accountable for servicing and supporting... ...banking and /or investment operations - including placing unsolicited...OperationsFull timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Account Opening and Client Service Operations, Wealth Operations. Be the first to apply!
Related searches
- accounting manager supervisor New York, NY
- financial accounting manager New York, NY
- account supervisor New York, NY
- director of finance & accounting New York, NY
- director technical accounting New York, NY
- director of revenue accounting New York, NY
- director account management New York, NY
- senior manager corporate accounting New York, NY
- group account director New York, NY
- senior manager accounts payable New York, NY