Citigroup, Inc

Client Experience Associate SAFE ACT, Assistant Vice President

Citigroup, Inc • $94K — $141K *
Beverly Hills, CA 90210Hybrid
Finance & Insurance
5 - 7 years of experience
4 weeks ago
Job Overview by Ladders

Qualifications

  • 5-8 years of relevant experience in wealth management or financial services
  • Strong analytical skills
  • Effective interpersonal communication skills
  • Ability to manage relationships effectively
  • Attention to detail and high engagement
  • Proven capability to manage multiple deadlines
  • Excellent verbal and written communication skills
  • Certifications: FINRA SIE, Series 7, and Series 66 (or Series 63 & 65) required within 150 days

Responsibilities

  • Apply specialized knowledge to assess and analyze onboarding processes and data
  • Collaborate with sales and internal partners to fulfill client requests
  • Ensure accuracy and completeness of documentation for client transactions
  • Support clients in navigating KYC/onboarding and account opening processes
  • Demonstrate subject matter expertise to influence decisions and support team development
  • Assess and escalate risks to safeguard the firm's reputation and assets

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
This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience.. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.

Responsibilities
  • Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying data inconsistencies to define business issues
  • Partners with sales teams, and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication. Provides the highest level of customer service and teamwork.
  • Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
  • Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact.
  • Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
  • 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
  • Experience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
  • 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: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 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:
Beverly Hills California United States

Primary Location Full Time Salary Range:
$94,000.00 - $141,000.00

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.

Most Relevant Skills
Please see the requirements listed above.

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

Anticipated Posting Close Date:

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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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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