Client Experience & Onboarding Specialist

Citigroup Inc.; Northern (KY); On-site; USD 94,000 - 141,000; Full time

Job summary

Citigroup Inc. in the United States seeks a seasoned professional to optimize onboarding and KYC processes within Private Client Coverage. You will partner with sales teams and internal partners to fulfill client requests and ensure top-tier service.

This full-time role requires 5–8 years of wealth management or financial services experience, strong analytical and interpersonal skills, and FINRA licenses within 150 days. Washington, DC salary range listed below.

Qualifications

• 5-8 years of relevant experience, with a preference for wealth management or 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.
• Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.

Responsibilities

• Applies specialized onboarding knowledge to monitor, assess, analyze, and evaluate processes and data, identifying policy gaps and data inconsistencies.
• Partners with sales teams and internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication.
• 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 issues with substantial potential impact.
• Demonstrates expertise and the ability to break down information, influencing decisions through advice and facilitation.
• Assesses and escalates risk in business decisions to safeguard Citi's reputation and assets and ensure compliance.

Skills

Analytical skills

Interpersonal skills

Customer service

Relationship management

Education

Bachelor's degree

Job description

Citigroup Inc. in the United States seeks a seasoned professional to optimize onboarding and KYC processes within Private Client Coverage. You will partner with sales teams and internal partners to fulfill client requests and ensure top-tier service.

This full-time role requires 5–8 years of wealth management or financial services experience, strong analytical and interpersonal skills, and FINRA licenses within 150 days. Washington, DC salary range listed below.