Client Experience Associate SAFE ACT - AVP

Citibank (Switzerland) AG; Northern (KY); Hybrid; Confidential; Full time

Job summary

Citibank (Switzerland) AG is hiring a Client Experience Associate SAFE ACT - AVP to optimize onboarding and client interactions in a hybrid Washington, DC setting. The role partners with sales and internal teams (KYC, account opening, product) to fulfill client requests and ensure top-tier service across onboarding and monitoring activities.

The candidate should have 5–8 years of relevant experience, strong analytical and communication skills, and FINRA SIE, Series 7, and Series 66 (or 63 & 65)

Qualifications

• 5–8 years of relevant experience in wealth management or financial services.
• Strong analytical and interpersonal skills with attention to detail.
• Excellent verbal and written communication and ability to manage internal/external relationships.
• FINRA SIE, Series 7, and Series 66 (or 63 & 65) required or obtained within 150 days.

Responsibilities

• Apply onboarding knowledge to monitor, analyze, and evaluate processes and data.
• Collaborate with sales, KYC, account opening, and product teams to fulfill client requests.
• Deliver high-level customer service and teamwork while maintaining documentation.
• Assess risk and ensure compliance with laws and regulations; escalate issues when needed.

Skills

Analytical skills

Interpersonal skills

Communication skills

Relationship management

Education

Bachelor's degree

Job description

## Client Experience Associate SAFE ACT - AVPApply: Hybrid: Washington District Of Columbia United States: Full time: Posted Today: 26987403This 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.### **#LI-RV1**------------------------------------------------------## **Job Family Group:**Private Client Coverage------------------------------------------------------## **Job Family:**Private Banker Support------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Washington District Of Columbia United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$94 000,00 - $141 000,00In 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.