Client Experience Associate Safe Act, Assistant Vice President

Citi Handlowy

Washington, District Of Columbia, United States
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
Client experience improvement
Process and workflow optimization
Internal collaboration with sales
This role plays a pivotal role impacting the client experience by applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform

Job Summary

  • This role plays a pivotal role impacting the client experience by applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
  • Responsibilities include assessing and escalating risk in business decisions, safeguarding the firm's reputation and assets by ensuring compliance with laws, rules, and regulations.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

This role plays a pivotal role impacting the client experience by applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.

Salary

Base: $94,000.00 - $141,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs

Skills & Requirements

Must-have

  • Client experience improvement
  • Process and workflow optimization
  • Internal collaboration with sales
  • Liaising with internal partners
  • Fulfilling client requests
  • Risk assessment and escalation

Nice-to-have

  • Subject matter expertise
  • Industry expertise
  • Teamwork and customer service
  • Attention to detail
  • Managing multiple deadlines

Key Requirements

  • 5-8 years relevant experience
  • FINRA SIE, Series 7, Series 66 required
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

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