Citi

Client Experience Associate, Assistant Vice President

Citi(29 days ago)

United States, Miami, FLOnsiteFull TimeMedior$81,600 - $122,400Client Onboarding
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About this role

A seasoned professional focused on improving processes and workflows within the Banking, Credit and Investments platform to deliver a seamless client experience. The role centers on client onboarding, account opening, and KYC coordination while partnering with sales and internal product teams. Performance impacts team effectiveness and client satisfaction through subject-matter expertise and proactive risk management.

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Required Skills

  • Client Onboarding
  • KYC
  • Account Opening
  • Relationship Management
  • Documentation
  • Analytical Skills
  • Communication
  • Risk Assessment
  • Problem Solving

Qualifications

  • Bachelor's Degree
  • FINRA SIE
  • Series 7
  • Series 66
  • Series 63
  • Series 65
Citi

About Citi

citi.com

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.

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