Customer Relations Representative
Job description
The Relationship Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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:
- 5+ years of relevant experience
- Self-motivated and proactive
- Highly developed attention to detail
- Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
- Excellent verbal and written communication skills
Education:
- Bachelor's/University degree or equivalent experience
-
Job Family Group:
Private Client Coverage-
Job Family:
Client Onboarding-
Time Type:
Full time-
Primary Location:
New York New York United States-
Primary Location Salary Range:
$119,600.00 - $182,000.00-
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
smogtown13.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, smogtown13.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, smogtown13.com is the ideal place to find your next job.