Client Experience Senior Analyst SAFE ACT - WASHINGTON

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 and providing the highest level of customer service and teamwork. Ensures 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, ability to break down information systematically and influence decisions through advice, counsel, and facilitation, directly affecting team performance and supporting the training and development of peers. Assesses and escalates risk in business decisions, safeguarding the firm’s reputation and assets by ensuring compliance with laws, rules, and regulations; adheres to policy, applies sound ethical judgment, and escalates, manages, and transparently reports control issues. Qualifications Experience: 5–8 years of relevant experience, preferably 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, Series7, and Series66 (or Series63 &65), or must be obtained within 150 days. Education Bachelor's/University degree or equivalent experience. Location Washington District Of Columbia, United States Salary $94,000.00 – $141,000.00 Benefits Medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages, including vacation, sick leave, and public holidays. Equal Opportunity Employment 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. 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. #J-18808-Ljbffr Citi