Client Experience Associate Safe Act , Assistant Vice President

Workforcity

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
Client experience improvement
Process and workflow optimization
Internal collaboration with sales
This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform

Job Summary

  • This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
  • This individual plays a pivotal role impacting the client experience and requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
  • Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations.

Matching Summary

This is a seasoned professional role 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; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Client experience improvement
  • Process and workflow optimization
  • Internal collaboration with sales
  • Subject matter and industry expertise
  • High degree of engagement and attention to detail

Nice-to-have

  • Teamwork and highest level of customer service
  • Influences decisions through advice and counsel
  • Supports training and development of peers

Key Requirements

  • 5-8 years of relevant experience
  • FINRA SIE, Series 7, and Series 66 certifications
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter