Client Experience Associate SAFE Act, AVP - Houston, Texas

Citi; Georgia; On-site; USD 87,000 - 131,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi in Houston, TX is seeking a seasoned Private Banker Support professional to ensure top-tier onboarding and client experience. This role interfaces with Sales, KYC, and product partners to fulfill client requests and maintain high service standards.

The candidate provides expert guidance on onboarding processes, documents, and compliance while managing complex issues with a focus on client satisfaction and risk mitigation. This full-time position includes comprehensive benefits.

Qualifications

• Experience in wealth management or financial services preferred.
• Strong analytical and communication skills.
• Able to manage internal/external relationships and high workload.

Responsibilities

• Apply onboarding knowledge to monitor, assess, and improve processes and data, identify gaps and issues.
• Collaborate with sales and internal partners (KYC, Account Opening, product) to fulfill client requests with high service levels.
• Keep documentation accurate, current, and complete; respond promptly to requests.
• Support clients through KYC/onboarding and account opening, handling moderately complex issues with potential impact.
• Demonstrate industry expertise, break down information logically, and influence decisions through guidance and facilitation.
• Assess and escalate risk in business decisions, ensuring compliance with laws and safeguarding Citi's reputation.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Deadline 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:

Houston Texas United States

Primary Location Full Time Salary Range:

$87360,00 - $131040,00

Citi offers competitive employee benefits, including:

• medical coverage
• dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• 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.

Anticipated Posting Close Date:

jul 17, 2026

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.

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