Citi Group Wealth National Client Onboarding Specialist - New York 

United States, District of Columbia, Washington 

24281479

Responsibilities:

• Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization
• Provide sales assistance by designing and implementing process improvements
• Support new products, promotions, and projects defined by the business
• Review and provide training material to sales and operations
• Support sales activities for high profile clients
• Provide administrative assistance for sales management teams
• Ensure sales team compliance with local regulations
• Appropriately assess risk when business decisions are made, demonstrating particular 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:

• 5-8 years of relevant experience
• Required Licensing: Series 7 and 63/66
• Working knowledge of related industry practices and standards
• Consistently demonstrates clear and concise written and verbal communication

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

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