Client Experience Associate SAFE ACT, Assistant Vice President

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

Citigroup Inc. seeks a seasoned professional in Miami for a vital role within the Banking, Credit, and Investments platform. The position emphasizes improving workflows, ensuring excellent service while working closely with sales teams, and providing in-depth expertise with substantial influence on client experiences.

Candidates should possess 5-8 years of experience and strong analytical and communication skills, along with necessary certifications. Citi offers a competitive salary and employee benefits.

Qualifications

• 5-8 years of relevant experience in wealth management or financial services.
• Ability to manage multiple concurrent deadlines in a dynamic environment.
• Certifications must include FINRA SIE, Series 7, and Series 66 (or Series 63 & 65).

Responsibilities

• Complete monitoring, assessment, analysis, and evaluation of processes and data.
• Maintain constant communication with sales teams and internal partners.
• Ensure all documentation is current, accurate, and complete.
• Support clients navigating KYC/onboarding and account opening processes.
• Assess and escalate risk in business decisions.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Communication skills

Relationship management

Education

Bachelor's 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, including 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.
• Ensures 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, breaks 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 by ensuring compliance with laws, rules, and regulations; applies sound ethical judgment and reports control issues.

Qualifications

• 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 Details

Full time

Primary location: Miami, Florida, United States

Salary range: $81,600.00 – $122,400.00

In addition to salary, Citi’s offerings may also include 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 vacation, 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.

EEO Statement

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.