Client Experience Associate SAFE ACT, Assistant Vice President

Citigroup; New York (NY); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k); life, disability insurance

Paid time off and holidays

Job summary

Citigroup’s Private Client Coverage team in New York seeks a seasoned professional to apply in-depth onboarding and KYC knowledge to improve processes and service delivery. You’ll partner with sales and internal partners to fulfill client requests while ensuring high-quality client experiences.

The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines in a dynamic environment.

Qualifications

• 5-8 years of relevant experience in wealth management or financial services.
• Strong analytical skills and attention to detail.
• Excellent verbal and written communication and interpersonal skills.
• Ability to manage multiple deadlines in a dynamic environment.
• Experience liaising with internal/external relationships and KYC onboarding processes.

Responsibilities

• Applies specialized onboarding knowledge to monitor and evaluate processes and data.
• Partners with sales teams and internal partners to fulfill client requests with high service.
• Ensure documentation is current, accurate, and complete.
• Supports clients navigating KYC onboarding and account opening processes.
• Assess risk and ensure compliance with laws and regulations.
• Provide SME guidance and support training of peers.

Skills

Strong analytical skills

Strong interpersonal skills

Relationship management

Attention to detail

Time management

Verbal and written communication

Education

Bachelor's 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

New York New York United States

Primary Location Full Time Salary Range

$98,960.00 - $148,440.00

Benefits

• 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.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.