Client Experience Associate SAFE Act

Citigroup

New York, New York, United States
Base: $78,320.00 - $109,280.00; bonus/equity: disc...
On-site
Client onboarding and account opening processes
Kyc process management and documentation oversight
Risk assessment and regulatory compliance adherence
This role ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform

Job Summary

  • This role ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform.
  • The position requires independent problem-solving to handle complex issues while adhering to strict regulatory guidelines and laws.
  • Employees receive competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

This role ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform.

Salary

Base: $78,320.00 - $109,280.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • Client onboarding and account opening processes
  • KYC process management and documentation oversight
  • Risk assessment and regulatory compliance adherence

Nice-to-have

  • Strong analytical and interpersonal skills
  • Ability to manage multiple concurrent deadlines
  • Excellent verbal and written communication skills

Key Requirements

  • 2-5 years of relevant experience
  • Bachelor's degree or equivalent experience
  • FINRA SIE, Series 7, Series 66 certifications required
  • Must obtain required certifications within 150 days if not held

Work Rights

Not specified

Tailored Resume

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