Client Experience Associate, Assistant Vice President

Citi • New York, NY

6d

About The Position

This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. The role demands strong analytical and communication skills, often involving informal leadership and coaching others. The comprehensive nature of the role requires that candidates possess a robust combination of technical financial knowledge, strong interpersonal skills, and a proactive approach to risk management and problem-solving. The individual's performance directly impacts the overall effectiveness of the team and the overall client experience. Job Summary This individual plays a pivotal role impacting the client experience. Oversees client onboarding & account opening, KYC process management, client relationship management and documentation oversight. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.

Requirements

• 3-7 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
• Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.
• 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.
• Bachelor's/University degree or equivalent experience.

Nice To Haves

• prior experience in wealth management or other financial services roles

Responsibilities

• Client Focus: Provides the highest level of customer service and teamwork, liaising with product and functional partners to ensure timely completion of requests while maintaining constant communication.
• Analytical Skills: Ensures all documentation is current, accurate, and complete, fulfilling requests promptly.
• Problem Solving: Serves as the primary contact and guide for clients navigating the Know Your Client (KYC) onboarding and account opening processes and evaluates moderately complex and variable issues with substantial potential impact, requiring the balancing of conflicting situations and analysis of multiple information sources.
• Influence & Leadership: Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance.
• Risk Assessment: Ensures all documentation is current, accurate, and complete, fulfilling requests promptly. Appropriately assesses 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.

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• For additional information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees