Registered Beneficiary Services Representative

Citigroup Inc.; Missouri; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Citigroup Inc. seeks a Registered Beneficiary Services Representative to support Citi’s banking and investment clients in a hybrid environment in Ofallon, MO and Jacksonville, FL. You will own the beneficiary process end-to-end and manage service requests with accuracy.

Responsibilities include handling inquiries, promoting products as appropriate, ensuring KYC/AML compliance, and using Salesforce for communication and tracking. Strong communication and teamwork are essential.

Qualifications

• 2–5 years of experience in client service and/or sales within financial services.
• Understanding of KYC/AML procedures and FINRA rules.
• Strong verbal and written communication; team oriented.

Responsibilities

• Handle inbound and outbound client calls and emails to service accounts.
• Articulate Citi's value proposition and products to clients.
• Process client requests and resolve issues end-to-end.
• Use Salesforce for issue tracking and account updates.
• Support client campaigns and referrals to Financial Advisors as needed.

Skills

Client service

Sales

Financial services

Communication

KYC/AML

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

## Registered Beneficiary Services RepresentativeApply: Hybrid: Ofallon Missouri United States: Jacksonville Florida United States: Full time: Posted Today: 261002842The Beneficiary Services Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients.The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients’ beneficiaries.**Responsibilities:*** Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients* Able to clearly articulate business value proposition, matching clients with the correct set of products and services* Directly responsible for providing timely responses to client service requests, received via telephone or email* Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process* Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required)* Ensures customer claims and complaints are handled in accordance with FINRA and firm policy* Ensures that KYC/AML and other compliance norms are strictly adhered to* Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities* Builds a rapport with back-office staff and seek out highest level of support from those teams* Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement* Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested* Accountable for identifying prospective clients interested in becoming new clients* Responsible for executing specific client contact campaigns as defined by Sales Management/Segments* Responsible for proactively contacting clients to identify needs and deepen relationships* Complete all required trainings pertaining to the function in a timely manner* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.**Qualifications:*** 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred* Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area* Understanding of multiple products across business lines combined with exceptional networking and relationship building skills* Excellent verbal and written communication skills, ability to communicate at a professional level* Positive and can-do attitude* Excellent people skills and ability to work in a team environment* Capable of working independently within established procedures and make decisions without manager approval* Able to perform multiple functions with a high degree of accuracy* Strong desire to create a top-notch client experience with every client every day* Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team* Ability to support a diverse array of products and services* Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred* US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred**Education:*** Bachelor's/University degree or equivalent experience------------------------------------------------------## **Job Family Group:**Consumer Sales------------------------------------------------------## **Job Family:**Telesales------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Ofallon Missouri United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$64,620.00 - $90,180.00In 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.