Client Experience Associate
Citigroup Inc., Atlanta, GA, United States
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform. It involves client interaction, operational knowledge, risk assessment, and adherence to regulatory guidelines. The role integrates disciplinary knowledge with a basic understanding of industry practices and aims to develop a working knowledge of industry standards.
Responsibilities
Partners with Sales teams, and liaises with other internal partners (KYC, AC Opening, Product) to fulfill client requests
Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight.
Deals with most problems independently, having latitude to solve complex issues.
Communicates complex/sensitive information, breaking down information systematically.
Achieves sub-function/job family objectives by developing clear understanding of how their team and area integrate with others.
Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.
Qualifications
2-5 years of relevant experience.
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.
Certifications:
FINRA SIE, Series 7, Series 66 (or Series 63 & 65) are required or must be obtained within 150 days.
Education
Bachelor's/University degree or equivalent experience.
Time Type: Full time
Primary Location: Atlanta Georgia United States
Primary Location Full Time Salary Range: $64,620.00 - $90,180.00
Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and 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. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Partners with Sales teams, and liaises with other internal partners (KYC, AC Opening, Product) to fulfill client requests
Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight.
Deals with most problems independently, having latitude to solve complex issues.
Communicates complex/sensitive information, breaking down information systematically.
Achieves sub-function/job family objectives by developing clear understanding of how their team and area integrate with others.
Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.
Qualifications
2-5 years of relevant experience.
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.
Certifications:
FINRA SIE, Series 7, Series 66 (or Series 63 & 65) are required or must be obtained within 150 days.
Education
Bachelor's/University degree or equivalent experience.
Time Type: Full time
Primary Location: Atlanta Georgia United States
Primary Location Full Time Salary Range: $64,620.00 - $90,180.00
Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and 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. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr