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Client Experience & Onboarding Specialist

Citi

Citi in Houston, TX is seeking a seasoned professional for Private Banker Support. You will apply in-depth knowledge to improve onboarding and client workflows, partnering with sales teams and internal partners to deliver high-touch service to Citi clients. The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and FINRA licenses or the ability to obtain them within 150 days. This position is full-time in-office in Houston. #J-18808-Ljbffr Citi

Vacancy posted 4 days ago
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