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AT SHOE PALACE WE RUN. WE SELL. WE HAVE FUN! DO YOU HAVE WHAT IT TAKES? AT SHOE PALACE WE RUN. WE SELL. WE HAVE FUN! DO YOU HAVE WHAT IT TAKES? The Role Are you a natural leader? Do you like to help others be successful?…
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$87k–$131k/yr
Full-time
bachelor degree
Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Accident insurance
Posted 20d ago
~40 hrs/week
Responsibilities
Responsible for improving processes and workflows within the Banking, Credit and Investments platform to ensure a seamless client experience. This involves partnering with sales and internal teams to manage KYC, account opening, and regulatory compliance.
Requirements
Requires 5-8 years of relevant experience in financial services or wealth management and a bachelor's degree. Candidates must possess or obtain FINRA SIE, Series 7, and Series 66 certifications within 150 days.
Full job description
This is a seasoned professional role 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 experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience.. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Responsibilities
Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying 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.
Ensure 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 and supports the training and development of peers.
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
Experience: 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.
Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.
Education
Bachelor's/University degree or equivalent experience.
In addition to salary, 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.
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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 Accessibility at Citi.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services
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