Client Experience Associate SAFE ACT, Assistant Vice President

Citi; Miami (FL); On-site; USD 81,600 - 122,400; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citi is seeking a seasoned professional in Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will possess strong analytical and interpersonal skills, along with a college degree and 5-8 years of relevant experience, preferably in wealth management.

This full-time position involves collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually, with additional employee benefits.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management.
• Strong analytical skills to identify improvements in processes.
• Excellent interpersonal skills to manage client relationships.
• High attention to detail in documentation.
• Ability to work under multiple deadlines.

Responsibilities

• Complete monitoring and evaluation of onboarding processes.
• Partner with sales teams to fulfill client requests.
• Ensure documentation is current and accurate.
• Support clients navigating the KYC and onboarding processes.
• Assess and escalate risk in business decisions.

Skills

Analytical skills

Interpersonal skills

Ability to manage relationships

Attention to detail

Communication skills

Education

Bachelor's/University degree or equivalent

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

Job Family Group

Private Client Coverage

Job Family

Private Banker Support

Time Type

Full time

Primary Location

Miami Florida United States

Primary Location Full Time Salary Range

$81 600,00 - $122 400,00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date

jul 06, 2026

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.