Citi in Los Angeles is seeking a seasoned Private Client Coverage professional to apply in-depth knowledge to streamline onboarding, monitoring, and data analysis, improving the client experience. You will collaborate with sales teams and partners (KYC, Account Opening and product partners) to fulfill client requests with the highest level of service.
A Bachelor’s degree is required; FINRA SIE, Series 7, and Series 66 (or 63/65) certifications are preferred or must be obtained within 150 days.
#J-18808-LjbffrClient Experience & Onboarding Specialist in los angeles at Unknown Company
This position is listed as full time and onsite.