Client Experience Associate Safe Act , Assistant Vice President

Publix Serving (Civica)

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
Client onboarding and account opening processes
Risk assessment and escalation
Internal collaboration with sales and partners
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, requiring internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

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 onboarding and account opening processes
  • Risk assessment and escalation
  • Internal collaboration with sales and partners
  • Process improvement and workflow optimization
  • High level of customer service

Nice-to-have

  • Subject matter and industry expertise
  • Training and development of peers
  • Ethical judgment and policy adherence

Key Requirements

  • 5-8 years of relevant experience
  • FINRA SIE, Series 7, and Series 66 (or Series 63 & 65) certifications
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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