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Client Experience Associate SAFE Act - DENVER

$69.13k - $96.47k

Citi

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: FINRA SIE, Series 7, Series 66 (or Series 63 & 65) are required or must be obtained within 150 days. 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 Denver Colorado United States Salary Range $69,130.00 - $96,470.00 Benefits In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; well‑being programs; paid time off packages; vacation; sick leave; paid holidays. For more information regarding Citi employee benefits, visit citibenefits.com. Equal Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Individuals with a disability who need reasonable accommodations when using our search tools and/or applying for a career opportunity can contact us for accessibility options. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi

Vacancy posted 3 days ago
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