Citi
Overview
Join to apply for the
Relationship Officer SAFE Act
role at
Citi . Responsibilities
Lead client onboarding and account opening efforts 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 Qualifications
2-4 years of relevant experience Self-motivated and proactive Highly developed attention to detail Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines Excellent verbal and written communication skills Education
Bachelor's/University degree or equivalent experience Job Details
Job Family Group: Private Client Coverage Job Family: Client Onboarding Time Type: Full time Primary Location: New York, New York, United States Primary Location Full Time Salary Range: $78,320.00 - $109,280.00 Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, holidays). Availability may vary by jurisdiction, job level, and date of hire. For more information, please visit citibenefits.com. Equal Opportunity
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 tools or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Join to apply for the
Relationship Officer SAFE Act
role at
Citi . Responsibilities
Lead client onboarding and account opening efforts 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 Qualifications
2-4 years of relevant experience Self-motivated and proactive Highly developed attention to detail Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines Excellent verbal and written communication skills Education
Bachelor's/University degree or equivalent experience Job Details
Job Family Group: Private Client Coverage Job Family: Client Onboarding Time Type: Full time Primary Location: New York, New York, United States Primary Location Full Time Salary Range: $78,320.00 - $109,280.00 Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, holidays). Availability may vary by jurisdiction, job level, and date of hire. For more information, please visit citibenefits.com. Equal Opportunity
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 tools or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr