Beneficiary Services & Client Experience Specialist

Citi; O’Fallon (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Citi is seeking a Beneficiary Services Representative to service and support Investment and Banking clients, handling inquiries by phone and email with end-to-end ownership. You will ensure compliance with KYC/AML rules and FINRA guidelines, while using Salesforce for issue tracking and collaboration.

The role emphasizes building strong client relationships, cross-selling opportunities, and timely responses to client requests, requiring FINRA licenses and a proactive, detail-oriented mindset.

Qualifications

• 2–5 years of experience in client service and/or sales within financial services.
• Understanding of multiple products across business lines and strong networking/relationship skills.
• Excellent verbal and written communication skills.
• US Registered FINRA Series 7 & 63 required; Series 66/65 preferred.

Responsibilities

• Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
• Provide timely responses to client service requests via telephone or email, end-to-end ownership.
• Handle inquiries related to banking/investment operations, including securities trades.
• Ensure KYC/AML compliance and FINRA guidelines are followed.
• Build rapport with clients and back-office staff; use Salesforce for communications.
• Provide feedback to senior management to identify pain points and suggest process improvements.

Skills

Client service

Sales

Communication

Networking

Independent work

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Job description

Citi is seeking a Beneficiary Services Representative to service and support Investment and Banking clients, handling inquiries by phone and email with end-to-end ownership. You will ensure compliance with KYC/AML rules and FINRA guidelines, while using Salesforce for issue tracking and collaboration.

The role emphasizes building strong client relationships, cross-selling opportunities, and timely responses to client requests, requiring FINRA licenses and a proactive, detail-oriented mindset.