Registered Beneficiary Services Representative

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:

• 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
• Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
• Excellent verbal and written communication skills, ability to communicate at a professional level
• Positive and can-do attitude
• Excellent people skills and ability to work in a team environment
• Capable of working independently within established procedures and make decisions without manager approval
• Able to perform multiple functions with a high degree of accuracy
• Strong desire to create a top-notch client experience with every client every day
• Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team
• Ability to support a diverse array of products and services
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
• US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred

Education:

• Bachelor's/University degree or equivalent experience

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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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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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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.

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.