Client Experience Associate SAFE ACT - AVP - HOUSTON

Citi; Houston (TX); On-site; USD 87,000 - 131,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off & holidays

Job summary

Citi in Houston, TX is seeking a seasoned professional for Private Banker Support. You will apply in-depth knowledge to improve onboarding and client workflows, partnering with sales teams and internal partners to deliver high-touch service to Citi clients.

The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and FINRA licenses or the ability to obtain them within 150 days. This position is full-time in-office in Houston.

Qualifications

• 5–8 years of relevant experience, preferably in wealth management or financial services.
• FINRA SIE, Series 7, and Series 66 (or Series 63 & 65) required or to be obtained within 150 days.
• Bachelor's degree or equivalent experience.

Responsibilities

• Apply specialized onboarding knowledge to monitor, assess, and improve processes and data.
• Partner with sales and internal teams (KYC, Account Opening, product) to fulfill client requests.
• Ensure documentation is current, accurate, and complete; respond promptly.
• Support clients navigating KYC/onboarding and account opening while evaluating complex issues.
• Demonstrate subject matter expertise and influence decisions through guidance and training.

Skills

Strong analytical skills

Strong interpersonal skills

Relationship management

Attention to detail

Time management

Verbal and written communication

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, 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.

Benefits

• 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.

Primary Location: Houston Texas United States

Time Type: Full time

Primary Location Full Time Salary Range: $87 360,00 - $131 040,00

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

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. Illinois residents – AI Notice and Right

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.

For additional information regarding Citi employee benefits, please visit citibenefits.com.

Available offerings may vary by jurisdiction, job level, and date of hire.

View Citi’s EEO Policy Statement and the Know Your Rights poster.