Client Experience Associate Safe Act

Citi Handlowy

New York, New York, United States
Base: $78,320.00 - $109,280.00; bonus/equity: not ...
Client onboarding and account opening
Risk assessment and compliance
Client relationship management
This role ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform

Job Summary

  • This role ensures seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform.
  • The position involves partnering with Sales teams and internal partners to fulfill client requests while safeguarding the firm's reputation by ensuring compliance with laws and regulations.
  • Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), life and disability insurance, wellness programs, and paid time off packages.

Matching Summary

This role 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: Not specified; Benefits: medical, dental & vision coverage, 401(k), life, accident, disability insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • client onboarding and account opening
  • risk assessment and compliance
  • client relationship management
  • analytical problem solving
  • regulatory guideline adherence

Nice-to-have

  • strong interpersonal skills
  • ability to manage multiple deadlines
  • excellent verbal and written communication
  • high degree of engagement and attention to detail

Key Requirements

  • 2-5 years relevant experience
  • FINRA SIE, Series 7, Series 66 or Series 63 & 65 certifications required or to be obtained within 150 days
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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