Onboarding & Client Experience Specialist

Citigroup Inc.; Miami (FL); On-site; USD 81,600 - 122,400; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

Citigroup Inc. seeks a seasoned professional in Miami for a vital role within the Banking, Credit, and Investments platform. The position emphasizes improving workflows, ensuring excellent service while working closely with sales teams, and providing in-depth expertise with substantial influence on client experiences.

Candidates should possess 5-8 years of experience and strong analytical and communication skills, along with necessary certifications. Citi offers a competitive salary and employee benefits.

Qualifications

• 5-8 years of relevant experience in wealth management or financial services.
• Ability to manage multiple concurrent deadlines in a dynamic environment.
• Certifications must include FINRA SIE, Series 7, and Series 66 (or Series 63 & 65).

Responsibilities

• Complete monitoring, assessment, analysis, and evaluation of processes and data.
• Maintain constant communication with sales teams and internal partners.
• Ensure all documentation is current, accurate, and complete.
• Support clients navigating KYC/onboarding and account opening processes.
• Assess and escalate risk in business decisions.

Skills

Analytical skills

Interpersonal skills

Attention to detail

Communication skills

Relationship management

Education

Bachelor's degree or equivalent experience

Job description

Citigroup Inc. seeks a seasoned professional in Miami for a vital role within the Banking, Credit, and Investments platform. The position emphasizes improving workflows, ensuring excellent service while working closely with sales teams, and providing in-depth expertise with substantial influence on client experiences.

Candidates should possess 5-8 years of experience and strong analytical and communication skills, along with necessary certifications. Citi offers a competitive salary and employee benefits.