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About the Role
This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated client experience in partnership with sales teams and integrate subject matter and industry expertise. This individual plays a pivotal role impacting the client experience.
Responsibilities
- Applies specialized knowledge related to onboarding to complete monitoring, assessment, analysis, and evaluation of processes and data.
- Identifies policy gaps, formulates recommendations, researches and interprets information, and identifies data inconsistencies to define business issues.
- Partners with sales teams and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication.
- Provides the highest level of customer service and teamwork.
- Ensures all documentation is current, accurate, and complete, fulfilling requests promptly.
- Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact.
- Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance.
- Supports the training and development of peers.
- Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets by ensuring compliance with laws, rules, and regulations.
- Adheres to policy, applies sound ethical judgment, and escalates, manages, and transparently reports control issues.
Requirements
- 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
- Strong analytical skills
- Strong interpersonal skills
- Ability to manage internal and external relationships
- High degree of engagement and attention to detail
- Ability to manage multiple concurrent deadlines in a dynamic environment
- Excellent verbal and written communication skills.
- Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.
Skills
- Wealth management
- Financial services
- Analytical skills
- Interpersonal skills
- Relationship management
- Attention to detail
- Time management
- Communication skills
Location
- San Francisco, California, United States
Work Type
- Full time
Experience Level
- 5-8 years
Education Level
- Bachelor's/University degree or equivalent experience
Salary/Compensations
- $98,960.00 - $148,440.00
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
About the Company
- Citi is an equal opportunity employer.
Equal Opportunity
- Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.