Client Experience Associate SAFE Act - DENVER

Citigroup

Denver, Colorado, United States
Base: $69,130.00 - $96,470.00; bonus/equity: discr...
Hybrid
Client onboarding and account opening
Kyc process management and documentation
Risk assessment and regulatory compliance
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 requires independent problem-solving to handle complex issues while adhering to strict regulatory guidelines and safeguarding the firm's reputation.
  • Employees benefit from competitive compensation including discretionary awards, comprehensive medical coverage, 401(k) matching, 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: $69,130.00 - $96,470.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Client onboarding and account opening
  • KYC process management and documentation
  • Risk assessment and regulatory compliance
  • Strong analytical and interpersonal skills
  • Managing multiple concurrent deadlines

Nice-to-have

  • Ability to solve complex problems independently
  • Breaking down complex information systematically
  • High degree of engagement and attention to detail
  • Developing clear understanding of team integration

Key Requirements

  • 2-5 years of relevant experience
  • Bachelor's degree or equivalent experience
  • FINRA SIE, Series 7, Series 66 certifications required
  • Must obtain required certifications within 150 days if not held

Work Rights

Not specified

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