Client Experience Associate SAFE ACT, Assistant Vice President

Citigroup

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
Hybrid
5-8 years financial services experience
Strong analytical and interpersonal skills
Ability to manage multiple concurrent deadlines
This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows 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 like KYC and Account Opening.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching 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.

Salary

Base: $98,960.00 - $148,440.00; 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 financial services experience
  • Strong analytical and interpersonal skills
  • Ability to manage multiple concurrent deadlines

Nice-to-have

  • Subject matter expertise in banking processes
  • Experience training and developing peers
  • High degree of engagement and attention to detail

Key Requirements

  • FINRA SIE, Series 7, and Series 66 certifications
  • Bachelor's degree or equivalent experience
  • Prior experience in wealth management or financial services

Work Rights

Not specified

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