Client Experience Associate SAFE Act - DENVER
Citi · Denver, Colorado, US
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge...
Job description
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform. It involves client interaction, operational knowledge, risk assessment, and adherence to regulatory guidelines. The role integrates disciplinary knowledge with a basic understanding of industry practices and aims to develop a working knowledge of industry standards. Responsibilities: - Partners with Sales teams, and liaises with other internal partners (KYC, AC Opening, Product) to fulfill client requests - Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight. - Deals with most problems independently, having latitude to solve complex issues. - Communicates complex/sensitive information, breaking down information systematically. - Achieves sub-function/job family objectives by developing clear understanding of how their team and area integrate with others. - Assesses and...