Senior Onboarding & Client Experience Specialist

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citi is seeking a seasoned professional in Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will possess strong analytical and interpersonal skills, along with a college degree and 5-8 years of relevant experience, preferably in wealth management.

This full-time position involves collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually, with additional employee benefits.

Qualifications

• 5-8 years of relevant experience, preferably in wealth management.
• Strong analytical skills to identify improvements in processes.
• Excellent interpersonal skills to manage client relationships.
• High attention to detail in documentation.
• Ability to work under multiple deadlines.

Responsibilities

• Complete monitoring and evaluation of onboarding processes.
• Partner with sales teams to fulfill client requests.
• Ensure documentation is current and accurate.
• Support clients navigating the KYC and onboarding processes.
• Assess and escalate risk in business decisions.

Skills

Analytical skills

Interpersonal skills

Ability to manage relationships

Attention to detail

Communication skills

Education

Bachelor's/University degree or equivalent

Job description

Citi is seeking a seasoned professional in Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will possess strong analytical and interpersonal skills, along with a college degree and 5-8 years of relevant experience, preferably in wealth management.

This full-time position involves collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually, with additional employee benefits.