Citi · 12 hours ago
Client Experience Associate, Assistant Vice President - Miami
Miami, FL
Full-time
Onsite
Mid Level
$82K/yr - $122K/yr
3+ years expCiti is a global financial services company, and they are seeking a Client Experience Associate to enhance client engagement and operational efficiency. This role involves overseeing client onboarding, KYC process management, and collaborating with sales teams to ensure a seamless client experience.
BankingFinanceFinancial Services
Responsibilities
Client Focus: Provides the highest level of customer service and teamwork, liaising with product and functional partners to ensure timely completion of requests while maintaining constant communication
Analytical Skills: Ensures all documentation is current, accurate, and complete, fulfilling requests promptly
Problem Solving: 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
Influence & Leadership: 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
Risk Assessment: Ensures all documentation is current, accurate, and complete, fulfilling requests promptly. 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
Qualification
Required
3-7 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles
Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days
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
Bachelor's/University degree or equivalent experience
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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