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Beneficiary Services Representative at Citi - ApplyBlast

Beneficiary Services Representative

Citi

21 days ago

3.6 on Glassdoor

Ofallon, Missouri, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Beneficiary Services Representative provides comprehensive client service and sales support for Citi's Investment and Banking clients, managing the full beneficiary process to ensure a seamless experience. This role involves handling inbound and outbound communications, resolving client issues, and ensuring strict adherence to KYC, AML, and FINRA compliance standards. The position requires proactive client engagement, relationship building, and the execution of targeted contact campaigns to deepen client relationships and identify new opportunities.

Responsibilities

Service and support investment and banking clients through inbound and outbound calls
Manage the full beneficiary process to ensure seamless client experience
Handle client inquiries, claims, and complaints in accordance with FINRA and firm policy

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 66FINRA Series 65

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.