Client Experience Associate Safe Act

Citigroup

New York, New York, United States
Base: $78,320.00 - $109,280.00; bonus/equity: disc...
Client onboarding and account opening
Kyc process management
Risk assessment and escalation
Ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform

Job Summary

  • Ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform.
  • Partners with Sales teams and liaises with other internal partners to fulfill client requests.
  • Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets by ensuring compliance with laws, rules, and regulations.

Matching Summary

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 and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs

Skills & Requirements

Must-have

  • Client onboarding and account opening
  • KYC process management
  • Risk assessment and escalation
  • Regulatory compliance adherence
  • Client relationship management

Nice-to-have

  • Strong interpersonal skills
  • High degree of engagement
  • Attention to detail
  • Dynamic environment management

Key Requirements

  • 2-5 years of relevant experience
  • FINRA SIE, Series 7, Series 66 (or Series 63 & 65) required or must be obtained within 150 days
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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