Job Summary

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 & Competencies

• Oversees client onboarding & account opening, KYC process management, client relationship management and documentation oversight.
• Partner with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication. Providing the highest level of customer service and teamwork.
• Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
• Serves as the primary contact and guide for clients navigating the Know Your Client (KYC) onboarding and account opening processes and evaluates moderately complex and variable issues with substantial potential impact, requiring the balancing of conflicting situations and analysis of multiple information sources.
• 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.
• Appropriately assesses 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.

Experience, Skills & 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
• Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.
• 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.

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:

Chicago Illinois United States

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Primary Location Full Time Salary Range:

$87,360.00 - $131,040.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Feb 04, 2026

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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.

 

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