Client Onboarding Project Manager Hybrid at Citi

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Communication, Diplomacy, Innovative Thinking, Stakeholder Engagement, Risk Management, Problem Solving, Client Onboarding, Interpersonal Skills, Process Management, Custody, Fund Accounting, Reporting, Microsoft Office, Flexibility, Customer Satisfaction

Industry

Financial Services

Description

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. Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating. Manage and reporting control issues with transparency. 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 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. 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 Bachelor's/University degree or equivalent experience, potentially Master's degree ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 2025 ------------------------------------------------------

Responsibilities

The Client Onboarding Project Manager is responsible for overseeing the client onboarding process, ensuring effective communication and collaboration with internal and external stakeholders. They manage project timelines, governance structures, and address any issues that arise during the onboarding efforts.