Wealth National Client Onboarding Specialist

The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects of client onboarding and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will travel to the SWA’s branch location. Key Responsibilities: Exhibits exceptional relationship building qualities and acts as the primary point of contact for client onboarding working with clients, SWAs, wealth teams, and leadership. Efficiently addresses inquiries from the SWA and the wealth team and connects them with business partners to support their requests. Liaises with strategic partners, managers, and departments to effect client requests promptly and achieve excellent internal and external customer service. Recommends improvements for investment procedural and process related activities throughout the client onboarding lifecycle. Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system. Fulfills client onboarding functions such as, documenting client responses to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts, asset transfer, account maintenance and other activities requiring FINRA General Securities Representative licensure. Keeps detailed records of open client onboarding issues and monitors them accordingly. 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. Travel required up to 70% of time to various branches and office locations, primarily within the assigned region, but could include other locations as needed.