Client Account Officer

Citigroup Inc. Los Angeles , CA 90009

Posted 1 week ago

  • Primary Location: United States,California,Los Angeles

  • Other Location: United States,California,San Francisco

  • Education: Bachelor's Degree

  • Job Function: Private Client Coverage

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18072502


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Propositionexplains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position

The Client Account Officer is responsible for ensuring a quick and seamless onboarding and account opening experience for our clients.Our ultimate goal is to exceed our clients' expectations by constantly innovating to improve the onboarding and account opening processes.

Key Responsibilities

  • Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications

  • Process account opening or maintenance requests in a timely manner

  • Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners

  • Ensure all documentation received is current, accurate and complete.

  • Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing

  • Provide the highest level of customer service and teamwork to Banking teams and other internal partners

  • Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible

  • Engage with technology to design, build, and test new or updated applications

Development Value

  • Develop in depth knowledge of onboarding/account opening processes, forms, and requirements.

  • Build strong relationships with Bankers, Associate Bankers, KYC Specialists, and other key partners

  • Learn how to multi-task, prioritize, and execute with the highest quality

  • Sharpen core client service skills by always exceeding internal and external clients' expectations

  • Develop teamwork and leadership skills which can position the CAO to aim for Team Lead or management roles.

  • Develop innovation and project management skills by being engaged in various initiatives to constantly improve the on-boarding and account opening processes


  • Self-motivated, proactive, and eager to improve existing processes

  • Extremely detail oriented

  • Excellent team player

  • Strong ability to multi-task, prioritize, and work well under pressure

  • Strong verbal and written communication skills

  • 1-5 years of experience in the financial industry preferred

  • Client facing experience, preferably in the financial services industry

  • Strong interest in the fields of operations and compliance

  • Ability to establish relationships and partner effectively with various groups

  • Highest level of integrity with regards to franchise and client confidentiality

  • Proficiency in utilizing MS Office and Web based applications

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Account Executive Client Partnerships MidMarket


Posted 2 days ago

VIEW JOBS 3/21/2019 12:00:00 AM 2019-06-19T00:00 BuzzFeed… the social news and entertainment company provides the most shareable breaking news, original reporting, entertainment and video across the social web. We are looking for an Account Executive, Client Partnerships - Mid-Market with a passion for social content-driven advertising. You have experience in digital/experiential media and/or a proven track record of new business sales. You are able to work within a strong team culture while being independent in managing business. You also have effective collaboration, negotiation, and customer service skills. You thrive in an entrepreneurial learning environment that will allow you to quickly get up to speed on our products and begin generating revenue. You Will: * Prospect new clients, including the ability to qualify and close new accounts * Prepare for and manage business meetings with clients ranging from agency-level to C-level clients * Develop a sales strategy and business plan for generating revenue through premium direct sales to brands and agencies as well as RFP agency business. * Host online, phone and in-person presentations * Provide prompt phone/email follow up to all inbound inquiries and properly document and track activity * Develop and maintain knowledge to become an expert on social media, content Marketing, mobile and digital video You Have: * 2+ years of digital media or sales experience is required * Previous experience successfully driving revenue through prospecting, discovery, pitching, closing and renewing business preferred * Ability to effectively collaborate with internal partner teams while being independent in managing your business * Outstanding communications skills including negotiation skills and exemplary consultative selling skills. * Experience navigating the internet and social platforms * A desire to learn and adapt in an ever changing industry Life at BuzzFeed BuzzFeed strongly believes that the more diverse our team, the better our work will be. BuzzFeed is committed to equal opportunity employment and celebrates inclusion in all circumstances. As a BuzzFeed employee, you can expect: * A supportive, inclusive atmosphere on a team that values your contributions * Opportunities for growth and development via work experience and offerings from our in-house Learning Team * Employee resource groups, frequent in-office events, volunteer opportunities, and more * An attractive compensation package, including salary and equity * A generous and well-rounded benefits program featuring PTO and unlimited sick time, comprehensive medical benefits, a family leave policy, access to mental health platforms, retirement plans, gym and wellness discounts, and much more * No shortage of snacks, catered lunches, beverages, birthday treats... even leftovers from the Tasty kitchens in LA and NYC! BuzzFeed is the leading independent digital media and tech company delivering news and entertainment content to a global audience. We have offices in 19 cities around the world and more than 1500 employees including reporters, video producers, data scientists, engineers, brand strategists, and more. We value a culture of experimentation, teamwork, equality, humble confidence, and hard work (fused with fun). At BuzzFeed, you'll work with inspiring colleagues to build tools and create content that helps connect people all over the world. Buzzfeed Los Angeles CA

Client Account Officer

Citigroup Inc.