Beneficiary Services Specialist: Client Success & Sales

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

Benefits offered by this job

Medical, Dental & Vision coverage

401(k)

Life, Accident & Disability Insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Missouri seeks a Beneficiary Services Representative to support Citi’s Investment and Banking clients. The role handles inbound/outbound calls, processes beneficiary activities, and ensures end-to-end service with a focus on compliance and accurate documentation.

The candidate will use Salesforce and MS Office to communicate issues and coordinate with back-office staff while maintaining high client satisfaction and adherence to FINRA and regulatory guidelines.

Qualifications

• 2-5 years of experience in Client Service and/or Sales within financial services preferred.
• Excellent verbal and written communication skills.
• Ability to work in a team and independently within procedures.

Responsibilities

• Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
• Provide timely responses to client service requests received via telephone or email.
• Handle inquiries related to banking/investment operations, including securities trades (Series 7 & 63).
• Ensure KYC/AML and compliance norms are adhered to.
• Build rapport with clients using Salesforce for communication of issues/tasks.
• Identify client pain points and suggest process improvements.

Skills

Client Service

Sales

Verbal communication

Written communication

Teamwork

Independent work

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Citigroup Inc. in Missouri seeks a Beneficiary Services Representative to support Citi’s Investment and Banking clients. The role handles inbound/outbound calls, processes beneficiary activities, and ensures end-to-end service with a focus on compliance and accurate documentation.

The candidate will use Salesforce and MS Office to communicate issues and coordinate with back-office staff while maintaining high client satisfaction and adherence to FINRA and regulatory guidelines.