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Citi Wealth at Work - Relationship Officer

职位编码 22564969 主要位置 New York, New York, Washington, DC, Boston, Massachusetts, Miami, Florida, Chicago, Illinois, Dallas, Texas, Los Angeles, California, Atlanta, Georgia, Beverly Hills, California, Palo Alto, California, Costa Mesa, California, Houston, Texas, San Francisco, California; 职位分类 Private Client Coverage
马上申请

The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits’ Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

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:

  • 3-7 years of relevant experience
  • Self-motivated and proactive
  • Highly developed attention to detail
  • Ability to multitask in a dynamic environment and work under tight deadlines
  • Excellent verbal and written communication skills

Education:

  • Bachelor's/University degree or equivalent experience

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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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Primary Location:

New York New York United States

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Primary Location Salary Range:

$51,420.00 - $175,000.00

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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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.

马上申请
  • 加入我们由 220,000 多名实力强劲的多元化员工组成的团队

  • 我们的员工深具社会意识,为 90 个国家/地区的社区提供志愿服务

  • 遍及逾 95 个市场的实体业务提供了有意义的职业机会

我们营造一种包容所有人并鼓励不同观点的文化,在这里您可以产生影响,并大展宏图。在花旗,我们重视展现高专业水平、有强烈的诚信意识、为人慷慨、求知欲强且严谨的同事。我们深知拥有事业的重要性,并承诺,只要您符合以上条件,我们愿意做出让步。

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