Client Experience Associate SAFE Act - AVP - San Francisco, CA

Citi; San Francisco (CA); On-site; USD 98,960 - 148,440; Full time

Job summary

Citi in San Francisco is seeking a seasoned onboarding professional to apply deep disciplinary knowledge to improve processes within Banking, Credit and Investments. You will partner with sales teams and internal partners to deliver a seamless client experience and ensure documentation is current.

The role emphasizes risk assessment, compliance with applicable laws, and the ability to guide peers through complex onboarding and account opening procedures.

Qualifications

• Requires 5-8 years of relevant experience in wealth management or financial services.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple deadlines in a dynamic environment.
• Demonstrates engagement and attention to detail.
• Ability to manage internal and external relationships.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, and evaluate processes and data.
• Partners with sales teams and liaises with KYC and product partners to fulfill client requests.
• Ensure all documentation is current, accurate, and complete.
• Support clients navigating KYC onboarding and account opening.
• Assess and escalate risk; ensure compliance with laws and regulations.
• Influence decisions through advice and training of peers.

Skills

Analytical skills

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.

Location and Compensation

Primary Location: San Francisco, California, United States

Time Type: Full time

Salary: $98,960.00 - $148,440.00

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.

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