Citigroup, Inc

Citi Wealth at Work - Investment Relationship Officer - Officer

Citigroup, Inc • $74K — $103K *
Los Angeles, CA 90011In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2-4 years of relevant experience
  • Preferred background in wealth management or financial services
  • Strong relationship management skills
  • Ability to handle multiple tasks simultaneously
  • FINRA SIE, Series 7, Series 66 required (or must be obtained within 120 days)

Responsibilities

  • Lead client onboarding and account opening initiatives on the Investments platform
  • Collaborate with sales teams to enhance client experience
  • Serve as the main point of contact for clients during KYC onboarding
  • Deliver top-tier customer service and teamwork
  • Maintain expertise in Citi's onboarding policies and procedures
  • Ensure accuracy and completeness of received documentation
  • Process requests promptly
  • Coordinate with product and functional partners for client requests
  • Assess risk in business decisions to protect the firm's reputation

Benefits

  • Medical, dental & vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off, including vacation and sick leave
  • Paid holidays
Full Job Description
The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:
  • Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
  • Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
  • Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
  • Provide the highest level of customer service and teamwork to our clients
  • Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
  • Ensure all documentation received is current, accurate and complete.
  • Fulfill all requests in a timely manner
  • Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
  • Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
  • Appropriately assess risk when business decisions are made, demonstrating 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:
  • 2-4 years of relevant experience
  • Prior experience in wealth management or other financial services roles preferred
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)


Education:
  • Bachelor's/University degree or equivalent experience


Job Family Group:
Private Client Coverage

Job Family:
Client Onboarding

Time Type:
Full time

Primary Location:
Los Angeles California United States

Primary Location Full Time Salary Range:
$74,390.00 - $103,810.00

In 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.

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

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Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

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Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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