Client Experience Sr. Analyst Safe Act , Assistant Vice President

Citi Handlowy

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
Client onboarding process expertise
Collaboration with sales and internal partners
Risk assessment and compliance adherence
This role requires internal collaboration partnering with sales teams and liaising with internal partners to fulfill client requests while ensuring a seamless client experience

Job Summary

  • This role requires internal collaboration partnering with sales teams and liaising with internal partners to fulfill client requests while ensuring a seamless client experience.
  • The position supports clients navigating KYC/onboarding and account opening processes while evaluating moderately complex issues with substantial potential impact.
  • Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), insurance, wellness programs, and paid time off packages.

Matching Summary

This role requires internal collaboration partnering with sales teams and liaising with internal partners to fulfill client requests while ensuring a seamless client experience.

Salary

Base: $98,960.00 - $148,440.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage, 401(k), insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • client onboarding process expertise
  • collaboration with sales and internal partners
  • risk assessment and compliance adherence
  • strong analytical skills
  • customer service and teamwork
  • process monitoring and evaluation

Nice-to-have

  • ability to manage multiple deadlines
  • excellent verbal and written communication
  • subject matter and industry expertise
  • training and development of peers
  • high engagement and attention to detail

Key Requirements

  • 5-8 years relevant experience
  • FINRA SIE, Series 7, and Series 66 certifications required or must be obtained within 150 days
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

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