Associate Vice President, Client Experience Associate Greater New York City, NY Area

The Company is seeking an Associate Vice President, Client Experience Associate to improve onboarding processes and workflows across its banking, credit, and investment services. The role partners with sales teams and internal specialists to fulfill client requests, support clients through KYC and account opening, and ensure documentation is accurate and complete. Responsibilities include analyzing processes and data, identifying policy gaps and inconsistencies, recommending improvements, and assessing and escalating risks. The successful candidate will also provide subject-matter guidance, support peer development, and help deliver a consistent, high-quality client experience. Candidates should have 5–8 years of relevant experience, preferably in wealth management or financial services, and a bachelor’s degree or equivalent experience. Strong analytical, interpersonal, and communication skills are required, along with attention to detail, relationship-management ability, and the capacity to manage multiple deadlines in a dynamic environment. Required certifications are FINRA SIE, Series 7, and Series 66, or Series 63 and Series 65; candidates who do not already hold them must obtain them within 150 days.

Hiring Company

Citi