Client Executive, AVP

Citigroup

Jacksonville, Florida, United States
Base: $79,120.00 - $118,680.00; bonus/equity: disc...
Hybrid
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 developing sales and service distribution data, managing new client implementations, and driving automation for a best-in-class client experience.
  • 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 and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, 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 investigation and reconciliation
  • Excel Word PowerPoint proficiency
  • Account management systems experience

Nice-to-have

  • Process development for future state solutions
  • AI implementation for operational efficiency
  • Strong interpersonal client interaction skills
  • Cross-functional initiative collaboration
  • Intellectual curiosity and analytical thinking

Key Requirements

  • Bachelor's degree required
  • Minimum 4-8 years of financial industry experience
  • Detail oriented with strong organizational skills

Work Rights

Not specified

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