Citigroup, Inc

Client Experience Associate

Citigroup, Inc$77K — $108K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of relevant experience
  • Strong analytical skills
  • Effective interpersonal skills
  • Ability to manage internal and external relationships
  • High degree of engagement and attention to detail
  • Capable of managing multiple concurrent deadlines
  • Excellent verbal and written communication skills
  • Certifications: FINRA SIE, Series 7, Series 66 (or Series 63 & 65) required within 150 days.

Responsibilities

  • Collaborate with Sales teams and internal partners to address client requests
  • Manage client onboarding, account opening, KYC process, and documentation oversight
  • Independently resolve complex problems
  • Communicate complex information clearly
  • Support team objectives by understanding cross-functional integration
  • Assess and report risks to maintain compliance and safeguard the firm

Benefits

  • Comprehensive health and wellness programs
  • Generous paid time off and holiday leave
  • Opportunities for professional development and growth
  • Favorable work-life balance policies
  • Access to competitive retirement plans
Full Job Description
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform. It involves client interaction, operational knowledge, risk assessment, and adherence to regulatory guidelines. The role integrates disciplinary knowledge with a basic understanding of industry practices and aims to develop a working knowledge of industry standards.

Responsibilities
  • Partners with Sales teams, and liaises with other internal partners (KYC, AC Opening, Product) to fulfill client requests
  • Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight.
  • Deals with most problems independently, having latitude to solve complex issues.
  • Communicates complex/sensitive information, breaking down information systematically.
  • Achieves sub-function/job family objectives by developing clear understanding of how their team and area integrate with others.
  • Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.


Qualifications
  • 2-5 years of relevant experience.
  • Strong Analytical skills
  • Strong interpersonal skills
  • Ability to manage internal and external relationships
  • High degree of engagement and attention to detail
  • Ability to manage multiple concurrent deadlines in a dynamic environment
  • Excellent verbal and written communication skills.
  • Certifications: Canada investment license that is required


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


Job Family Group:
Private Client Coverage

Job Family:
Private Banker Support

Time Type:
Full time

Primary Location Full Time Salary Range:
$77,400.00 - $108,000.00

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

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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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
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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