Client Experience Associate SAFE ACT, Assistant Vice President

Citi • Beverly Hills, CA

19d • $94,000 - $141,000 • Onsite

About The Position

The Client Experience Associate is a seasoned professional role within Citi’s Banking, Credit and Investments platform. The role applies in-depth disciplinary knowledge to improve processes and workflows and helps deliver a seamless, differentiated client experience in partnership with sales teams. It requires a thorough understanding of how different areas coordinate to achieve business objectives.

The associate supports clients through KYC/onboarding and account opening, working with sales teams and internal KYC, Account Opening, and product partners to fulfill requests. The role evaluates moderately complex and variable issues, maintains accurate and complete documentation, and provides timely, high-quality service. It also applies subject matter and industry expertise to advise and influence decisions, support peer development, and help manage risk and compliance.

Requirements

• 5–8 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.
• FINRA SIE, Series 7, and Series 66 (or Series 63 and 65), or ability to obtain them within 150 days.
• Bachelor's/university degree or equivalent experience.

Nice To Haves

• Prior experience in wealth management or other financial services roles.

Responsibilities

• Apply specialized onboarding knowledge to monitor, assess, analyze, and evaluate processes and data; identify policy gaps and data inconsistencies; formulate recommendations; and define business issues.
• Partner with sales teams and liaise with KYC, Account Opening, and product partners to fulfill client requests while maintaining communication and providing strong customer service and teamwork.
• Ensure documentation is current, accurate, and complete, and fulfill requests promptly.
• Support clients navigating KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with potentially substantial impact.
• Apply subject matter and industry expertise; systematically explain information; influence decisions through advice, counsel, and facilitation; and support team performance and peer training and development.
• Assess and escalate risk in business decisions, safeguard the firm's and clients' interests, comply with laws, rules, and regulations, and transparently report and manage control issues.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior