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Client Manager in Financial Services

📍 Location
toronto
⏰ Job Type
Full-time
📅 Posted
July 09, 2026

About the Role

Citi is looking for a Client Manager dedicated to Financial Services, responsible for the seamless onboarding and support of clients. This client-facing role emphasizes credit management and effective relationship coordination.
You will navigate complex client interactions, ensuring operational efficiency while liaising between various teams. The position involves directly supporting Account Managers, identifying opportunities, and contributing to data-driven business decisions.
Key Responsibilities:
• Facilitate onboarding processes and client training
• Handle client escalations and operational workflows
• Oversee KYC management and client profile accuracy
• Assist in the origination of new business opportunities
• Engage in relationship building and management for client satisfaction
Requirements:
• 5-8 years of experience in financial client management
• Strong grasp of KYC/AML compliance and processes
• High attention to detail and accuracy in task...

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