1,000+ matching jobs for “Client Manager”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Citigroup

Client Onboard Analyst 1

Pune Maharashtra India

The Client Onboard Analyst 1 is an individual contributor role and will be focused on providing support to …

Added Nov 3, 2026

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Raymond James Financial

Client Services Representative, Servicing

Pittsburgh, Pennsylvania, United States

Permanent

Summary The Client Services Representative – Servicing supports all client requests originating within the Private Bank …

Added Nov 3, 2026

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Global Payments

Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for a Client Success Manager to join our ever-evolving Enterprise Operations team and help us unleash the potential of …

Added Nov 3, 2026

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Visa

Sr. Consultant, Client Success

Toronto, Ontario, Canada

Hybrid

The Sr. Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services …

Added Oct 27, 2026

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Visa

Senior Consultant, Client Success

London, England, United Kingdom

Hybrid

The Sr. Consultant, Client Success Manager is an individual contributor responsible for owning the overall post-sale Client Services …

Added Oct 27, 2026

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TIAA

WM Client Relationship Consultant

Charlotte, North Carolina, United States

Hybrid

and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting …

Added Oct 27, 2026

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BlackRock

Associate, Client Success Specialist

Singapore, Singapore

Full time
Regular

Role Description The Insight Client Success Team is seeking a Technical Account Manager with a strong financial background to work closely with …

Added Oct 27, 2026

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State Street

Client Manager, AVP Investment Trading Software - Charles River Development

Sacramento, California, United States

Full time

Pay posted by employer$90,000–$157,500

Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch …

Added Oct 27, 2026

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U.S. Bancorp

Credit Portfolio Manager - Energy Industries - Institutional Client Group

Denver, Colorado, United States +2 locations

Pay posted by employer$139,230–$163,800

… to join our high performing Portfolio Management team dedicated to Energy Lending. As a Portfolio Manager, you will partner with Relationship Managers to successfully manage a portfolio of Institutional Client …

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

The Woodlands, Texas, United States +1 location 2 postings

In person
Full time
Advisor Employee

… Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio …

Added Nov 10, 2026

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Ameriprise Financial

Registered Client Service Associate

Providence, Rhode Island, United States

Hybrid
Full time
Advisor Employee

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

Scottsdale, Arizona, United States

In person
Full time
Advisor Employee

Added Nov 3, 2026

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Visa

Sr. Consultant, Client Success

San Francisco, California, United States

Pay posted by employer$149,800–$240,100 USD per year

The Sr. Consultant, Client Success Manager is a client-facing, individual contributor responsible for owning the holistic post-sale …

Added Oct 27, 2026

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Visa

Technical Client Care Associate

Manila, National Capital Region, Philippines

The Client Care Associate specializes in responding, resolving, and supporting external or internal customer or client …

Added Oct 27, 2026

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Ameriprise Financial

Registered Client Service Associate

Tacoma, Washington, United States

In person
Full time
Advisor Employee

Pay posted by employer$58,300–$80,100

Added Nov 7, 2026

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Ameriprise Financial

Registered Client Service Associate

Redwood Shores, California

In person
Full time
Advisor Employee

Pay posted by employer$67,000–$92,100 per year

Added Nov 5, 2026

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Ameriprise Financial

Registered Client Service Associate

Newport Beach, California, United States

In person
Full time
Advisor Employee

Pay posted by employer$64,100–$88,100 per year

Added Nov 4, 2026

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Ameriprise Financial

Registered Client Service Associate

Newton, Massachusetts, United States

Hybrid
Full time
Advisor Employee

Pay posted by employer$67,000–$92,100 per year

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

Hingham, Massachusetts

Hybrid
Full time
Advisor Employee

Pay posted by employer$64,100–$88,100 per year

Added Nov 3, 2026

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Ameriprise Financial

Registered Client Service Associate

Vancouver, Washington, United States

In person
Full time
Advisor Employee

Pay posted by employer$58,300–$80,100 per year

Added Nov 3, 2026

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Citigroup

Client Onboard Analyst 1

Pune Maharashtra India

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About this opportunity

Original employer description

The Client Onboard Analyst 1 is an individual contributor role and will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all deliverables day to day are met. Works directly with different business groups to open new and Incremental accounts once due diligence on KYC and other legal documentation has been completed. Ensure all account opening related documents are reviewed thoroughly. Works directly with stakeholders to access documentation requirements and reference data. Ensure all SLAs are met. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in-depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically, responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Primary responsibilities include (but are not limited to) following:

Processes New and Incremental account openings, perform maintenance on existing clients accounts and account closure based on the instructions from various business groups.
Perform independent review on customer identification, document formalities of different markets and ensure all accounts satisfy the required standard before onboarding or maintenance is processed.
Provide timely advise to Implementation managers and other internal counterparts on account opening process and other documentation requirements.
Ensure all communications are of the highest professional standard to maintain client service excellence.
Timely and effective escalation of potential issues to the management.
Documents operation procedure updates.
Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
Performs other crucial tasks instructed by supervisors, e.g., participation in trainings, projects, conference calls, systems’ testing.
Ensures high levels of client satisfaction through strong product, process, and client knowledge.
Identifies and suggests process improvements.
Supports Manager with quality assurance process.
Participates in user acceptance test of new systems.
Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function.
Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
Appropriately assess risk when business decisions are made, demonstrating 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.

Preferred Qualification:

Previous experience in financial services preferred
5-7 years of relevant experience in Global custody/Client onboarding/ Static data update/ Client reference data update.
Have required relevant academic qualifications: university graduate with Business/Finance/Economics
Proactive and a self-starter with a positive can-do approach
Team-player who is committed to service delivery perfection and always has the bank and client’s best interests in mind
Result oriented dedicated, hardworking who can deliver on time with high level of integrity and flexibility
Proficient in handling urgent cases
Dedication to fostering an inclusive culture and value diverse perspective.
Proficient knowledge of English (written and spoken)

Education:

Bachelor’s/University degree or equivalent

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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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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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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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