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Client Experience Associate SAFE ACT, Assistant Vice President at Citi - ApplyBlast

Client Experience Associate SAFE ACT, Assistant Vice President

Citi

4 months ago

3.6 on Glassdoor

Beverly Hills, California

Onsite

Full Time

Senior

0 applicants

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About this role

This seasoned professional role applies expert knowledge to improve processes within the Banking, Credit, and Investments platform, ensuring a seamless client experience for private wealth management. Candidates will partner with sales teams and internal partners to guide clients through KYC and onboarding while assessing complex risks and ensuring regulatory compliance. The position involves influencing business decisions, managing documentation accuracy, and supporting peer development within the Private Banker Support group.

Responsibilities

Analyze onboarding processes to identify policy gaps and data inconsistencies
Partner with sales teams to fulfill complex client requests promptly
Support clients navigating KYC and account opening procedural issues
Evaluate business risks to safeguard firm reputation and client assets
Mentor peers and influence decisions through expert counsel and facilitation

Skills

Qualifications

Bachelor's DegreeFINRA Series 7 LicenseFINRA Series 66 LicenseFINRA SIE Certificate5-8 years Financial Services Experience

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

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.