Remote Recruiter ( Bachelor Required )

The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA’s branch location.

Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership.

Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service.

Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.

Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.

Exceptional critical thinking / problem solving skills to immediately address escalated client onboarding issues.

Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment.

Understanding of multiple products across business lines combined with exceptional networking and relationship building skills

Series 7 and 63 or 66 Licenses required at time of hire.

Bachelor’s degree/University degree or equivalent experience

Time Type: Full time

------------------------------------------------------Primary Location Full Time Salary Range: $88,400.00 - $132,600.00

Citi offers competitive employee benefits, including: medical, dental & vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Available offerings may vary by jurisdiction, job level, and date of hire.

• -----------------------------------------------------Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Illinois residents – AI Notice and Right
• -----------------------------------------------------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.

#