Citi Wealth at Work - Investment Relationship Officer - Officer
Citi · Los Angeles, United States · 1y ago
The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- 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.
Qualifications:
- 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)
Education:
- Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Client Onboarding------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Los Angeles California United States------------------------------------------------------
Primary Location Full Time Salary Range:
$74,390.00 - $103,810.00
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.
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Anticipated Posting Close Date:
Mar 18, 2025------------------------------------------------------
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