Beneficiary Services Approver

Citi; New York (NY); Hybrid; USD 73,000 - 109,000; Full time

Job summary

Citi is seeking a Beneficiary Services Approver for Citi Personal Wealth Management in the United States. The hybrid role covers supervising the Beneficiary Services team, reviewing tickets, coaching associates, and assisting with audits.

The position requires 5–8 years of relevant experience, a Bachelor's degree, and FINRA licenses (7/63/66 or 9/10). Familiarity with NetX360 and Salesforce is preferred and strong communication is essential.

Qualifications

• 5 to 8 years of relevant experience.
• Exceptional critical thinking / problem solving skills.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office.
• Experience with NetX360 and Salesforce preferred.

Responsibilities

• Reviewing (and possibly assigning) tickets to team members.
• Reviewing completed work and closing tickets after providing supervisory approval.
• Act in a supervisory capacity to review outgoing correspondence, journals, account maintenance updates, complaints, and new account approvals.
• Participate as Subject Matter Expert for Estate related matters.
• Prepare/assist in internal and external regulatory audits and examinations.
• Prepare details of escalated matters for Solutions Manager.
• Speak to internal partners and external clients when required via telephone.
• Prepare weekly team meeting presentation upon request.
• Prepare daily reporting stats upon request.
• Assist in onboarding new hires/ordering entitlements.
• Facilitate on the job training for new & current associates.

Skills

Critical thinking

Communication skills

Attention to detail

MS Office

Education

Bachelor’s degree/University degree or equivalent experience

Tools

NetX360

Salesforce

Microsoft Office

Job description

Beneficiary Services Approver

Location(s):

O'Fallon, Missouri, United States, Jacksonville, Florida, United States

Job Type:

Hybrid

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Beneficiary Services Approver is a self-motivated, intermediate level position acting in a supervisory capacity for the Beneficiary Services team within Citi Personal Wealth Management. The Approver is responsible for case supervision, assisting with audits, investigating, and resolving escalated matters and providing on-the-spot coaching to team associates.

The Beneficiary Services team provides resolution for assigned cases within Citi Personal Wealth Management. The team provides resolution for both internal and external clients with resolution communicated via physical mail. As a member of the Beneficiary Services-Approver team, you will review multiple workflow queues for completion, review items related to Estate cases (decedent owners and their corresponding beneficiaries), and various other items.

Responsibilities

• Reviewing (and possibly assigning) tickets to team members


• Reviewing completed work and closing tickets after providing supervisory approval


• Act in a supervisory capacity to review outgoing correspondence, journals, account maintenance updates, complaints, and new account approvals


• Participate as Subject Matter Expert for Estate related matters


• Prepare/assist in internal and external regulatory audits and examinations


• Prepare details of escalated matters for Solutions Manager


• Speak to internal partners and external clients when required via telephone


• Prepare weekly team meeting presentation upon request


• Prepare daily reporting stats upon request


• Assist in onboarding new hires/ordering entitlements


• Facilitate on the job training for new & current associates


• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications

• 5 to 8 years of relevant experience


• Consistent top-tier performer - ability to handle and expedite multiple tasks in a dynamic, fast paced service environment


• Exceptional critical thinking / problem solving skills to immediately address escalated client issues


• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment


• Strong desire to create a top-notch client experience with every client, every day


• Proficient in Microsoft Office


• Experience with NetX360 and Salesforce preferred


• Excellent verbal and written communication skills


• Registered FINRA Series 7, 63 (or 66), 9/10 is required

Education

• Bachelor’s degree/University degree or equivalent experience

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Primary Location:

O'Fallon Missouri United States

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Primary Location Full Time Salary Range:

$72,880.00 - $109,320.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sep 17, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and applicable business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.