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Mid‑level client experience associate in Beverly Hills (Citi). Improve onboarding processes & client satisfaction.
Seasoned professional for KYC, account opening & workflow improvement, with FINRA Series 7/66 and client service expertise.
Title: Client Experience Associate SAFE ACT, Assistant Vice President
Location: Beverly Hills, California, United States
Discover your future at Citi
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Job Overview
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.
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
Benefits
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
Equal Opportunity
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View Citi’s EEO Policy Statement and the Know Your Rights poster.