Client Experience Associate SAFE ACT, Assistant Vice President

Citi; Beverly Hills (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) retirement plan

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is seeking a seasoned professional to enhance processes and workflows within the Banking, Credit and Investments platform in Beverly Hills, California. The role emphasizes onboarding, ensuring seamless client experiences in partnership with sales teams and internal partners.

The ideal candidate will have 5-8 years of relevant experience, strong analytical and interpersonal skills, and the ability to manage relationships effectively. The position includes a comprehensive benefits package ranging from medical coverage to wellness programs.

Qualifications

• 5-8 years of relevant experience in wealth management or financial services.
• Ability to manage internal and external relationships.
• Expertise in KYC/onboarding processes.

Responsibilities

• Complete monitoring and evaluation of processes and data.
• Maintain constant communication with sales and internal partners.
• Ensure documentation is accurate and complete.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Communication skills

Education

Bachelor's/University degree or equivalent experience

Job description

This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.

Responsibilities

• Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying data inconsistencies to define business issues.
• Partners with sales teams, and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication. Provides the highest level of customer service and teamwork.
• Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
• Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact.
• Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
• Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.

Qualifications

• Experience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
• Strong analytical skills
• Strong interpersonal skills
• Ability to manage internal and external relationships
• High degree of engagement and attention to detail
• Ability to manage multiple concurrent deadlines in a dynamic environment
• Excellent verbal and written communication skills.
• Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.

Education

• Bachelor's/University degree or equivalent experience.

Benefits

• Medical, dental and vision coverage
• 401(k) retirement plan
• Life, accident and disability insurance
• Wellness programs
• Paid time off packages, including vacation, sick leave, and paid holidays

Equal Opportunity Employment

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.