Client Experience Lead: Onboarding & Private Banking

Citigroup Inc.; Washington (District of Columbia); On-site; USD 94,000 - 141,000; Full time

Job summary

Citigroup Inc. is seeking a seasoned Private Banker Support professional in Washington, DC, to enhance onboarding and client experience by partnering with sales and product teams.

You will ensure timely, compliant handling of client requests and maintain strong relationships with internal partners. The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines with high attention to detail.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management or financial services.
• Strong analytical and interpersonal skills.
• Ability to manage internal and external relationships.
• Excellent verbal and written communication skills.
• High degree of engagement and attention to detail.
• Ability to manage multiple deadlines in a dynamic environment.
• FINRA licensing within 150 days is required or should be obtained.

Responsibilities

• Applies specialized onboarding knowledge to monitor and evaluate processes and data, identifying issues.
• Collaborates with sales and internal partners (KYC, Account Opening, product) to fulfill requests.
• Ensures documentation is current, accurate, and complete.
• Supports clients through KYC/onboarding and account opening processes, addressing complex issues.
• Demonstrates subject matter expertise and influences decisions through guidance and training.
• Assesses and escalates risk, ensuring compliance with laws and regulations.

Skills

Analytical skills

Interpersonal skills

Relationship management

Attention to detail

Time management

Verbal and written communication

Education

Bachelor's degree

FINRA SIE

Series 7

Series 66 or 63/65

Job description

Citigroup Inc. is seeking a seasoned Private Banker Support professional in Washington, DC, to enhance onboarding and client experience by partnering with sales and product teams.

You will ensure timely, compliant handling of client requests and maintain strong relationships with internal partners. The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and the ability to manage multiple deadlines with high attention to detail.