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Added 1 hour ago
A
Investment Consulting Analyst
Aon
Vancouver, BC
- Full-time
…opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our…
Added 1 hour ago
CL
Senior Office Administrator
Charger Logistics Inc
Brampton, ON
- Full-time
Work closely with Service, Shop, Parts, Warranty, Warehouse, Accounting, and other departments.
Added 2 hours ago
NB
Senior Analyst Estates advisory
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Analyst, Estates advisory in the Risk team at National Bank Independent Network (NBIN) means acting as a specialist in estate administration and advisory services. In…
Added 2 hours ago
Quantitative Equity Analyst Intern
CCLIM - Quantitative Equity
Vancouver, BC
Added 3 hours ago
T
Senior Specialized Finance Analyst
TD
Toronto, ON · Laval, QC
- Full-time
We are seeking a detail-oriented and highly organized Senior Financial Analyst with strong accounting skills, good business acumen and demonstrated problem solving ability to support…
Added 3 hours ago
T
Senior Business Analyst – Data Management & Enablement
TD
Toronto, ON
- Full-time
The Senior Business Analyst supports enterprise data management initiatives through data literacy, persona management, communications, reporting, and adoption activities. Working closely…
Added 3 hours ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
Reporting to the Group Manager, Corporate Lending Operations Administration, the Operations Analyst II is responsible for performing loan administration, payment processing, reconciliation,…
Added 3 hours ago
T
Senior Salesforce Analyst, Marketing Delivery
TD
Toronto, ON
- Full-time
Added 3 hours ago
T
Financial Crime Risk Investigative Analyst
TD
Toronto, ON
- Full-time
The AML Financial Crime Risk Investigative Analyst provides AML analytical and/or operations process support within a defined area. As a key resource and specialist, you will build and…
Added 3 hours ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
The Senior Finance Analyst role provides meaningful financial support to various teams within the CPB Operations, COO & Digital Transformation businesses.
Added 3 hours ago
MF
Senior Portfolio Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Reporting to the Director, Portfolio Analytics, the Senior Portfolio Analyst will be a key contributor on the team responsible for delivering timely, accurate and scalable portfolio…
Added 3 hours ago
Senior FP&A Analyst
Behavox
Montreal, QC
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 3 hours ago
Senior FP&A Analyst
Behavox
Toronto, ON
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 3 hours ago
FP&A Analyst
Behavox
Montreal, QC
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 3 hours ago
FP&A Analyst
Behavox
Toronto, ON
The FP&A Analyst maintains and develops defined components of Behavox’s financial and operating models, ensuring that forecasts, budgets, actuals, and underlying accounting assumptions are…
Added 4 hours ago
CI
Analyst, Early Investor Program (September 2027)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Join CPP Investments as an Analyst in our Early Investor Program, a full-time opportunity designed for exceptional new graduates to launch their career at a leading global investment…
Added 4 hours ago
NE
Junior Business Data Analyst - Winter 2027 Co-op
Nexus Energy
Toronto, ON
- Volunteer
…within Nexus Energy. You will support teams across Settlements, Accounting, Sales, and Trading by analyzing data, improving processes, and developing solutions using MySQL, Python, and…
Added 4 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Chartered Financial Analyst (CFA), Certified Scrum Master (CSM), or similar designation is considered an asset.
Added 4 hours ago
GW
Senior Analyst, Taxation
George Weston Limited
Toronto, ON
- Full-time
Reporting to the Manager, Taxation, the Analyst/Senior Analyst, Taxation will serve a critical role within the tax department of George Weston Limited, which provides corporate tax services…
Added 4 hours ago
IF
Actuarial Analyst - 4 Month Co-Op/Internship (Winter 2027,Summer 2027 & Fall 2027)
Intact FC
Laval, QC · Montreal, QC · Quebec, QC · Saint-Hyacinthe, QC
- Full-time
Added 4 hours ago
EI
Financial Systems Analyst
Ecolab Inc.
Calgary, AB
- Full-time
…systems, and supporting ERP enhancements. The Financial Systems Analyst will work closely with FP&A, Accounting, Revenue Management, Operations, and IT to identify system improvement…
Added 4 hours ago
HH
Senior Financial Analyst, Financial Services & Special Projects
Halton Healthcare
Oakville, ON
- Full-time
The Senior Financial Analyst, Financial Services & Special Projects provides senior-level analytical, reporting, operational, systems, and project support across all Financial Services…
Added 5 hours ago
DC
Project Controller
Dasro Consulting Inc.
Calgary, AB
- Contract
The Company’s Pipe Integrity Project Controls Group is seeking a Project Controls Analyst to join our team. The successful candidate will be reporting to the Manager, Project Controls Pipe…
Added 5 hours ago
KC
Engagement Analyst (12 Month Contract)
KPMG Canada
Toronto, ON
- Full-time
KPMG Law is seeking an Engagement Analyst to join the Billing Delivery Centre on a 12-month contract. In this role, you will support Law leadership in achieving key business and financial…
Added 5 hours ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…

Citi

Client Onboarding Manager

Mississauga, ON, Canada
Toronto, ON, Canada

$88,240.00 - $132,360.00 · Full-time

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Job details

Pay: $88,240.00 - $132,360.00
Job type: Full-time
Experience: 5 to 8 years of experience in client onboarding, operations, project management, relationship management, or a comparable client-facing role.
Posting language: English
Posted: Oct 2, 2026

Original job description

Citi Commercial Bank partners with mid-sized companies across a broad range of industries, helping them grow, expand into new markets, and navigate increasingly complex business environments - and as a Client Onboarding Senior Analyst, you will be at the center of that experience. In this role, you will own the end-to-end onboarding and account opening process for new and existing client relationships, coordinating across multiple functions to deliver a seamless first experience with Citi. Your ability to manage competing priorities, drive accountability, and maintain rigorous attention to detail will directly shape the quality and speed of every client onboarding you lead.

Responsibilities

Lead the end-to-end onboarding and account opening process for new client relationships, ensuring each engagement is completed accurately, efficiently, and to the highest standard of client experience.
Serve as the primary point of contact between clients and internal banking teams throughout the onboarding lifecycle, maintaining clear and consistent communication at every stage.
Complete client risk profiles and relationship updates using Citi's onboarding platforms, ensuring all documentation received is current, accurate, and compliant with applicable policies.
Coordinate with KYC teams, the Account Opening division, and product partners to ensure onboarding requests are processed in a timely and well-sequenced manner.
Identify and escalate risks, remove process obstacles, and monitor open items to maintain momentum across each onboarding engagement.
Analyze existing onboarding processes and systems to surface improvement opportunities, contributing to initiatives that increase efficiency, reduce delays, and enhance the client experience.
Assess risk at each stage of the onboarding process, ensuring decisions reflect sound judgment and full compliance with applicable laws, regulations, and internal policies.

Required qualifications & skills

5 to 8 years of experience in client onboarding, operations, project management, relationship management, or a comparable client-facing role.
Demonstrated ability to manage multiple concurrent deadlines, priorities competing demands, and deliver results under pressure.
Strong verbal and written communication skills, with the ability to build credibility with both client contacts and internal partners.
Meticulous attention to detail, particularly when reviewing, collecting, and validating documentation and client information.
Proven ability to coordinate across multiple teams and functions to drive activities through to completion within defined timelines.
Self-motivated and proactive, with a track record of identifying process gaps and taking initiative to address them.
Demonstrated interest in operations and compliance, with a clear understanding of the importance of regulatory adherence and risk management in a banking environment.

Beneficial skills & qualifications

Licensing in Series 7, 63 and 65, or 66 is an asset, though not required for this role.
Experience gathering, reviewing, or coordinating client documentation in banking, financial services, legal, consulting, accounting, insurance, or other regulated industries.
Familiarity with corporate legal entity structures and business documentation requirements.
Project Management certification such as PMP, CAPM, or PRINCE2, or equivalent professional qualification.
Degree or diploma in Business, Economics, Finance, or a related field.
French language skills are considered an asset.

What we offer

At Citi Commercial Bank, you will work alongside experienced banking professionals in a performance-driven environment where your contributions have a direct impact on client outcomes and business results. This is a role with genuine scope, where you will develop deep expertise in onboarding operations while collaborating across a global organization.

A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
Access to structured learning and development programs that support your professional growth and career progression within Citi.
The opportunity to work on complex, high-impact client relationships across a broad range of industries, expanding your expertise in commercial banking operations.
Wellbeing support and resources designed to help you maintain balance and perform at your best.
Competitive financial benefits and compensation aligned to your seniority and contribution.
A collaborative team environment where performance, accountability, and client impact are recognized and rewarded.

Apply now to bring your onboarding expertise to Citi Commercial Bank and help shape the first experience our clients have with one of the world's leading financial institutions.

Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply.

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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 Full Time Salary Range:

$88,240.00 - $132,360.00

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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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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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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.

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More about this job

Responsibilities

The Client Onboarding Manager owns the end-to-end onboarding and account opening process for new and existing client relationships. They serve as the primary point of contact, coordinating across internal teams to ensure efficient, compliant, and high-quality client experiences.

Requirements

Candidates must have 5 to 8 years of experience in client onboarding, operations, or project management within a regulated industry. Strong communication skills, meticulous attention to detail, and a proven ability to manage competing priorities are essential for this role.

Skills

Client onboarding
Account opening
Project management
Relationship management
KYC
Risk management
Regulatory compliance
Communication skills
Attention to detail
Process improvement
Stakeholder coordination
Banking operations
Financial services
Documentation validation
Commercial banking

Benefits

Hybrid working model
Structured learning and development programs
Wellbeing support and resources
Competitive financial benefits
Professional growth opportunities

Visa sponsorship

Not detected in the job text

Keywords

Client Onboarding
Account Opening
KYC
Risk Profiles
Commercial Banking
Project Management
Compliance
Regulatory Adherence
Relationship Management
Operations
Series 7
Series 63
Series 65
Series 66
PMP
CAPM
PRINCE2
Corporate Legal Entity Structures
Business Documentation
Financial Services
Stakeholder Management
Process Optimization
Banking Regulations
Client Experience
Hybrid Work

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