Investment Relationship Officer Assistant Vice President for Wealth at Work at Citi

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

0.0

Posted On

10 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Account Opening, Customer Service, Teamwork, KYC, Wealth Management, Relationship Management, Documentation, Communication, Coaching, Training, Project Management, Financial Services, Problem Solving, Decision Making, Time Management

Industry

Financial Services

Description

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. 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 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 Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. 3-7 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 manage multiple concurrent deadlines FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 16, 2026 ------------------------------------------------------

Responsibilities

Lead client onboarding and account opening efforts while ensuring a seamless experience for clients. Act as the main point of contact for clients during the KYC onboarding process and maintain communication with various teams.