Client Experience Associate Safe Act, Assistant Vice President - Atlanta

Citi Handlowy

Atlanta, Georgia, United States
Base: $81,600.00 - $122,400.00; bonus/equity: disc...
Not specified
5-8 years relevant experience
Strong analytical skills
Internal collaboration with sales teams
Citi Handlowy is seeking a Client Experience Associate for its Atlanta location, a role focused on enhancing client interactions within the Banking, Credit, and Investments platform. The candidate should possess 5-8 years of experience, strong analytical and interpersonal skills, and must obtain certain financial certifications within a specified timeframe

Job Summary

  • This role applies in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
  • The individual partners with sales teams and internal partners like KYC and Account Opening to fulfill client requests while maintaining constant communication.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Client Experience Associate for its Atlanta location, a role focused on enhancing client interactions within the Banking, Credit, and Investments platform. The candidate should possess 5-8 years of experience, strong analytical and interpersonal skills, and must obtain certain financial certifications within a specified timeframe.

Salary

Base: $81,600.00 - $122,400.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • 5-8 years relevant experience
  • Strong analytical skills
  • Internal collaboration with sales teams
  • KYC and account opening expertise
  • Risk assessment and escalation

Nice-to-have

  • High degree of engagement
  • Attention to detail
  • Ability to manage multiple deadlines
  • Training and development of peers
  • Excellent verbal communication

Key Requirements

  • Bachelor's/University degree or equivalent
  • FINRA SIE, Series 7, and Series 66 certifications
  • 5-8 years of wealth management experience
  • Series 63 & 65 acceptable alternative
  • Certifications must be obtained within 150 days

Work Rights

Not specified

Tailored Resume

Cover Letter