Client Experience Sr. Analyst Safe Act , Assistant Vice President

Workforcity

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
Client onboarding processes
Process assessment and evaluation
Internal partner liaison
This role plays a pivotal role impacting the client experience by improving processes and workflows within the Banking, Credit and Investments platform

Job Summary

  • This role plays a pivotal role impacting the client experience by improving processes and workflows within the Banking, Credit and Investments platform.
  • Responsibilities include assessing and escalating risk in business decisions, safeguarding the firm's reputation and assets by ensuring compliance with laws, rules, and regulations.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

This role plays a pivotal role impacting the client experience by improving 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; wellness programs; paid time off

Skills & Requirements

Must-have

  • Client onboarding processes
  • Process assessment and evaluation
  • Internal partner liaison
  • Customer service excellence
  • Risk assessment and escalation

Nice-to-have

  • Systematic information breakdown
  • Influencing decisions
  • Training and development support
  • High degree of engagement
  • Attention to detail

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter