Registered Beneficiary Services Representative

Registered Beneficiary Services Representative

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Beneficiary Services Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and / or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and / or Banking clients.

The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients' beneficiaries.

Responsibilities :

• Fully accountable for servicing and supporting Citi's Investment and / or Banking clients
• Able to clearly articulate business value proposition, matching clients with the correct set of products and services
• Directly responsible for providing timely responses to client service requests, received via telephone or email
• Provides exceptional support and issue resolution all client issues will be owned end to end by the associate and will be treated with a closed loop process
• Handles all inquiries / requests related to banking and / or investment operations including placing unsolicited securities trades (Series 7 & 63 required)
• Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
• Ensures that KYC / AML and other compliance norms are strictly adhered to
• Builds a rapport with clients; utilizes Salesforce regularly for communication of issues / tasks / opportunities
• Builds a rapport with back-office staff and seek out highest level of support from those teams
• Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement
• Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested
• Accountable for identifying prospective clients interested in becoming new clients
• Responsible for executing specific client contact campaigns as defined by Sales Management / Segments
• Responsible for proactively contacting clients to identify needs and deepen relationships
• Complete all required trainings pertaining to the function in a timely manner
• 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 :

Education :

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.

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. 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 Citi's EEO Policy Statement and the Know Your Rights poster.