Onboarding & Client Experience Specialist
Citi
Citi, based in Houston, seeks a seasoned onboarding specialist to improve processes and ensure a seamless client experience in collaboration with Sales, KYC, and product teams. The role requires 5–8 years in wealth management or financial services, with FINRA SIE, Series 7, and Series 66 (or 63/65) certifications, and a Bachelor's degree. Strong communication and analytical abilities are essential for success. #J-18808-Ljbffr
Vacancy posted 4 days ago
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