Client Experience Associate SAFE Act - AVP - New York

Single PositionExplore a Career With UsView All JobsHybridClient Experience Associate SAFE Act - AVP - New YorkNEW YORK, New York, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionJob ID26979617Date posted07/14/2026DepartmentPrivate Client CoverageThis 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.ResponsibilitiesApplies 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 issuesPartners 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.QualificationsExperience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.Strong analytical skillsStrong interpersonal skillsAbility to manage internal and external relationshipsHigh degree of engagement and attention to detailAbility to manage multiple concurrent deadlines in a dynamic environmentExcellent 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.EducationBachelor's/University degree or equivalent experience.#LI-RV1------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family:Private Banker Support------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$98 960,00 - $148 440,00In 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...