Client Experience Associate SAFE ACT, Assistant Vice President

Citigroup

Beverly Hills, California, United States
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
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5-8 years relevant experience
Wealth management or financial services background
Strong analytical and interpersonal skills
** This job posting is for a Client Experience Associate SAFE ACT, Assistant Vice President at Citigroup in Beverly Hills, California. The role focuses on enhancing client experience through collaboration with sales teams and ensuring compliance within the Banking, Credit, and Investments platform. **

Job Summary

  • This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
  • The individual plays a pivotal role impacting the client experience by partnering with sales teams and liaising with internal partners to fulfill client requests.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** This job posting is for a Client Experience Associate SAFE ACT, Assistant Vice President at Citigroup in Beverly Hills, California. The role focuses on enhancing client experience through collaboration with sales teams and ensuring compliance within the Banking, Credit, and Investments platform. **

Salary

Base: $94,000.00 - $141,000.00; 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
  • Wealth management or financial services background
  • Strong analytical and interpersonal skills
  • Ability to manage multiple concurrent deadlines
  • Excellent verbal and written communication

Nice-to-have

  • High degree of engagement and attention to detail
  • Teamwork and customer service focus
  • Subject matter expertise in banking processes

Key Requirements

  • FINRA SIE certification required
  • Series 7 and Series 66 (or 63 & 65) required
  • Bachelor's degree or equivalent experience
  • 5-8 years of relevant experience
  • Must obtain certifications within 150 days if not held

Work Rights

Not specified

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