Client Experience Associate SAFE Act - DALLAS

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 escalates 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.

Qualifications

• 2-5 years of relevant experience.
• Strong Analytical skills
• Strong interpersonal skills
• 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.
• Certifications: FINRA SIE, Series 7, Series 66 (or Series 63 & 65) are required or must be obtained within 150 days.

Education

• Bachelor's/University degree or equivalent experience.

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker Support

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Time Type:

Full time

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Primary Location:

Dallas Texas United States

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Primary Location Full Time Salary Range:

$ 69,130.00 - $ 96,470.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

may. 19, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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