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Client Service Associate
$50,600–$70,600 year
On-site · Miami, Florida, United States or Fort Lauderdale, Florida, United States
Job Summary
Client Service Associate to drive KYC profiling and onboarding at Citi, including creating client KYC profiles, advising on banking packages, interviewing prospects to establish source of wealth and banking needs, coordinating documentation for account openings, performing AML/KYC/OWS/OFAC validation, managing DocuSign flow, liaising with Wealth Relationship Manager/Wealth Advisor/Client Specialist, and ensuring regulatory compliance and high-quality client experiences throughout the onboarding and funding process. Requires collaboration with internal teams, attention to accuracy in applications and documentation, and strong communication in English (Spanish/Portuguese preferred). On-site roles in Miami and Fort Lauderdale, FL.
Required Qualifications
- 0-2 years relevant experience
- Bachelor’s degree in Finance, business, or related field
- Languages: English, Spanish and Portuguese preferred
- Ability to multi-task in a fast-paced environment
- Strong interpersonal and communication skills
- Knowledge of relationship management best practices
- Problem solving and data analysis capabilities
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