Responsibilities
- Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients' expectations by constantly innovating to improve the onboarding and account opening processes.
- Onboard new client relationships and additional members bypleting client risk profiles and process relationship updates using Citi onboarding applications
- Process account opening or maintenance requests in a timely manner
- Liaise with downstream partners until requests arepleted and maintain constantmunication with banking team partners
- Ensure all documentation received is current, accurate andplete.
- Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
- Provide the highest level of customer service and teamwork to Banking teams and other internal partners
- Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible
- Engage with technology to design, build, and test new or updated applications
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications :
Previous relevent experience preferredLicensing (Series 7, 63 and 65 or 66) beneficial but not requiredSelf-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and writtenmunication skillsDemonstrated interestin the fields of operations andplianceEducation :
High School diploma or equivalentJob Family Group :
Private Client Coverage
Job Family : Client Onboarding
Time Type : Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
Forplementary skills, please see above and / or contact the recruiter.
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 amodation 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.
Job ID 25880114