Associate Vice President, Client Experience Greater Los Angeles, CA Area

The Company is seeking an Associate Vice President, Client Experience to improve processes and workflows across its banking, credit, and investments platform. The role supports clients through onboarding, KYC, and account opening, coordinating with sales teams and internal partners to fulfill requests and provide responsive service. Responsibilities include reviewing processes and data, identifying gaps or inconsistencies, recommending improvements, and ensuring documentation is accurate and complete. The successful candidate will also advise and support colleagues, assess and escalate risks, and help maintain compliance with applicable policies and regulations. 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 and the ability to manage relationships and multiple deadlines in a dynamic environment. Applicants must hold the FINRA SIE, Series 7, and Series 66 (or Series 63 and 65) certifications, or obtain them within 150 days.

Hiring Company

Citi