Wealth at Work Investment Relationship Officer

Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance 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

• Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
• Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
• Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
• Provide the highest level of customer service and teamwork to our clients
• Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
• Ensure all documentation received is current, accurate and complete
• Fulfill all requests in a timely manner
• Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance 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

• 2-4 years of relevant experience
• Prior experience in wealth management or other financial services roles preferred
• Ability to manage relationships both internal and external
• Ability to multi-task
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)

• 401(k) matching
• Health insurance
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages
• Paid holidays

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact