8 days old

Client Account Officer

Citigroup
New York, NY 10176
The Client Account Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.


**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 by completing 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 are completed and maintain constant communication with banking team partners

+ Ensure all documentation received is current, accurate and complete.

+ 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 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.


**Qualifications:**


+ 6-10 years of experience

+ Licensing (Series 7, 63 and 65 or 66) beneficial but not required

+ Self-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 written communication skills

+ Demonstrated interestin the fields of operations and compliance


**Education:**


+ Bachelor's/University degree, Master's degree preferred


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**Job Family Group:**


Private Client Coverage

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**Job Family:**


Client Onboarding

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**Time Type:**


Full time

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Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

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Client Account Officer

Citigroup
New York, NY 10176

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