Wealth at Work Investment Relationship Officer

Citi • Chicago, IL

12d

About The Position

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately

Requirements

• 2-4 years of relevant experience
• Ability to manage relationships both internal and external
• Ability to multi-task
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
• Bachelor's/University degree or equivalent experience

Nice To Haves

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

Responsibilities

• Lead client onboarding and account opening efforts
• Partner with sales teams to exceed client expectations
• Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
• Provide the highest level of customer service and teamwork to our clients
• Ensure all documentation received is current, accurate and complete
• Fulfill all requests in a timely manner
• Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately

What This Job Offers

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