Client Experience Associate Safe Act, Assistant Vice President

Workforcity

Washington, District Of Columbia, United States
Base: $94,000.00 - $141,000.00; bonus/equity: not ...
Not specified.
5-8 years of relevant experience
Strong analytical skills
Ability to manage multiple deadlines
The Client Experience Associate position at Workforcity requires a seasoned professional to enhance processes and workflows within the Banking, Credit, and Investments platform, ensuring a superior client experience. The role demands collaboration with sales teams and internal partners to fulfill client requests while maintaining compliance and high service standards

Job Summary

  • This role is responsible for improving processes and workflows within the Banking, Credit and Investments platform.
  • The individual plays a pivotal role impacting the client experience through collaboration with sales teams.
  • Citi offers competitive employee benefits including medical, dental & vision coverage, and paid time off packages.

Matching Summary

Match Score: 85

The Client Experience Associate position at Workforcity requires a seasoned professional to enhance processes and workflows within the Banking, Credit, and Investments platform, ensuring a superior client experience. The role demands collaboration with sales teams and internal partners to fulfill client requests while maintaining compliance and high service standards.

Salary

Base: $94,000.00 - $141,000.00; Bonus/Equity: Not specified; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • 5-8 years of relevant experience
  • strong analytical skills
  • ability to manage multiple deadlines

Nice-to-have

  • high degree of engagement
  • excellent verbal and written communication skills
  • strong interpersonal skills

Key Requirements

  • FINRA SIE, Series 7, and Series 66 required
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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