Senior Investment Account Support AVP (HNW)

Citigroup Inc.; Jacksonville (FL); Hybrid; USD 97,000 - 145,000; Full time

Job summary

Citigroup Inc. in Jacksonville, FL seeks an Investment Account Support Specialist SAFE Act to serve high-net-worth clients in a hybrid contact center role, handling self-directed and assisted trading.

You will maintain KYC/AML compliance, coordinate with lending and wealth partners, and use tools like Salesforce, DocuSign, and LexisNexis to manage accounts, ACATS, and asset movements.

Qualifications

• Bachelor's degree or equivalent experience.

Responsibilities

• Handle end-to-end brokerage account servicing and trading requests for HNW clients in a contact center.
• Identify opportunities and deepen client relationships across Citi Personal Wealth Management products.
• Ensure KYC/AML compliance and proper documentation.

Job description

Citigroup Inc. in Jacksonville, FL seeks an Investment Account Support Specialist SAFE Act to serve high-net-worth clients in a hybrid contact center role, handling self-directed and assisted trading.

You will maintain KYC/AML compliance, coordinate with lending and wealth partners, and use tools like Salesforce, DocuSign, and LexisNexis to manage accounts, ACATS, and asset movements.