Client Executive, Avp

Citi Handlowy

Jacksonville, Florida, United States
Base: $79,120.00 - $118,680.00; bonus/equity: disc...
4-8 years financial industry experience
Client facing team background
Agency & trust product knowledge
This role supports daily functionality and process flow development within the account and investment scope while ensuring regulatory compliance

Job Summary

  • This role supports daily functionality and process flow development within the account and investment scope while ensuring regulatory compliance.
  • The position focuses on optimizing sales/service distribution data through internal and external data acquisition to enhance prospecting and service experiences.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This role supports daily functionality and process flow development within the account and investment scope while ensuring regulatory compliance.

Salary

Base: $79,120.00 - $118,680.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 4-8 years financial industry experience
  • Client facing team background
  • Agency & Trust product knowledge
  • Data acquisition and mining skills
  • Account and investment activity support
  • Process development and automation focus

Nice-to-have

  • Strong analytical and conceptual thinking
  • Experience with AI integration for insights
  • Proactive problem structuring abilities
  • Cross-functional initiative leadership
  • Excellent written and verbal communication

Key Requirements

  • Bachelor's degree required
  • Minimum 4-8 years in financial industry
  • Proficiency in Excel, Word, PowerPoint
  • Experience with account management systems

Work Rights

Not specified

Tailored Resume

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