Client Experience Associate SAFE ACT, Assistant Vice President

Citi; New York (NY); On-site; USD 94,000 - 141,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Client Experience Associate SAFE ACT, Assistant Vice President in Beverly Hills, California. This seasoned professional will enhance processes and client experience, working closely with sales teams and internal partners.

Ideal candidates should have 5-8 years of relevant experience in financial services, along with strong analytical and communication skills. The role offers a hybrid model and a competitive salary range of $94,000 - $141,000.

Qualifications

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

Responsibilities

• Apply specialized knowledge to improve processes and workflows.
• Provide highest level of customer service and teamwork.
• Support clients navigating the KYC/onboarding processes.

Skills

Strong analytical skills

Strong interpersonal skills

Ability to manage internal and external relationships

High degree of engagement and attention to detail

Excellent verbal and written communication skills

Education

Bachelor's/University degree or equivalent experience

Job description

Client Experience Associate SAFE ACT, Assistant Vice President

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Job Req Id:

26961373

Location(s):

Beverly Hills, California, United States

Job Type:

Hybrid

Posted:

May. 05, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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.

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Job Family Group:

Private Client Coverage

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Job Family:

Client Onboarding

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Time Type:

Full time

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Primary Location:

Beverly Hills California United States

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Primary Location Full Time Salary Range:

$94,000.00 - $141,000.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

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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 (opens in new window).

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