Client Service Senior Manager

Work From Home With CiCi

San Francisco, California, United States
Base: $129,840.00 - $194,760.00; bonus/equity: dis...
Manage professional team within private bank
Ensure compliance with kyc and aml requirements
Drive tactical and strategic initiatives
The Client Service Sr Manager accomplishes results through the management of professional team(s) and department(s) within the Private Bank

Job Summary

  • The Client Service Sr Manager accomplishes results through the management of professional team(s) and department(s) within the Private Bank.
  • Responsibilities include actively managing day-to-day servicing activities to ensure staff delivers a high level of service while complying with corporate policies.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The Client Service Sr Manager accomplishes results through the management of professional team(s) and department(s) within the Private Bank.

Salary

Base: $129,840.00 - $194,760.00; 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

  • Manage professional team within Private Bank
  • Ensure compliance with KYC and AML requirements
  • Drive tactical and strategic initiatives
  • Interface daily with Banking teams for escalations
  • Review processes for maximum efficiencies

Nice-to-have

  • Develop communication and diplomacy skills
  • Guide and influence colleagues across areas
  • Demonstrate sound ethical judgment in business practices

Key Requirements

  • 6-10 years of experience
  • Bachelor's degree required; Master's preferred
  • SIE, Series 7, and Series 63 licenses
  • In-depth knowledge of client onboarding requirements

Work Rights

Not specified

Tailored Resume

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