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

Client Experience Associate SAFE ACT, Assistant Vice President

Citi

3 days ago

3.6 on Glassdoor

New York, New York, United States

Onsite

Full Time

Senior

0 applicants

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About this role

This role is responsible for improving processes and workflows within the Banking, Credit and Investments platform to ensure a seamless client experience. The individual partners with sales teams and internal partners to fulfill client requests, manage KYC and account opening processes, and ensure compliance with regulations. The position requires strong analytical and interpersonal skills to support client onboarding and risk assessment.

Responsibilities

Apply specialized knowledge to monitor and evaluate onboarding processes and data
Partner with sales teams and internal partners to fulfill client requests
Assess and escalate risk while ensuring compliance with laws and regulations

Skills

Qualifications

FINRA SIESeries 7Series 66Series 63Series 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.