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Citi

Registered Beneficiary Services Representative

Citi

. Service and support Citi’s Investment and/or Banking clients through inbound and outbound phone calls .

Posted 10/1/2026full-timeUnited StatesJuniorMid-Level💰 $64,620 - $90,180 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and sales within financial services, with a strong focus on relationship building, compliance with KYC/AML regulations, and effective communication. Proficient in managing client inquiries and providing tailored solutions to enhance the client experience.

Highest-signal resume keywords
Client Service ExperienceSales SkillsKYC/AML ComplianceFINRA Series 7 & 63Salesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client Relationship ManagementInvestment Operations KnowledgeRisk AssessmentSecurities TradingProduct Knowledge
Soft Skills
Verbal CommunicationWritten CommunicationNetworking SkillsTeam CollaborationPositive Attitude
Tools & Technologies
SalesforceMicrosoft OfficeExcelOutlookWord
Certifications & Qualifications
FINRA Series 7FINRA Series 63Series 65Series 66
Industry Keywords
Financial ServicesClient ExperienceComplianceInvestment ProductsCustomer Claims

About the role

Key responsibilities & impact
  • Service and support Citi’s Investment and/or Banking clients through inbound and outbound phone calls
  • Clearly articulate the business value proposition and match clients with appropriate products and services
  • Provide timely responses to client service requests received by telephone or email
  • Own client issues end to end using a closed-loop process
  • Handle inquiries and requests related to banking and/or investment operations, including placing unsolicited securities trades
  • Handle customer claims and complaints in accordance with FINRA and firm policy
  • Adhere to KYC/AML and other compliance requirements
  • Build rapport with clients and use Salesforce for communication of issues, tasks, and opportunities
  • Collaborate with back-office staff and obtain appropriate support
  • Provide feedback to senior management on client pain points, service barriers, and process improvements
  • Respond to investment product requests and refer clients to Financial Advisors when requested
  • Identify prospective clients and execute client contact campaigns
  • Proactively contact clients to identify needs and deepen relationships
  • Complete required function-related training
  • Assess risk, safeguard Citi and client assets, comply with laws and regulations, and escalate, manage, and report control issues

Requirements

What you’ll need
  • 2-5 years of experience in Client Service and/or Sales within financial services preferred
  • Prior work experience in a related job providing a comprehensive understanding of activities, policies, procedures, and concepts of the work area
  • Understanding of multiple products across business lines
  • Exceptional networking and relationship building skills
  • Excellent verbal and written communication skills; ability to communicate at a professional level
  • Positive and can-do attitude
  • Excellent people skills and ability to work in a team environment
  • Capable of working independently within established procedures and making decisions without manager approval
  • Able to perform multiple functions with a high degree of accuracy
  • Strong desire to create a top-notch client experience
  • Open to frequent feedback and continuous feedback
  • Ability to support a diverse array of products and services
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
  • US Registered FINRA Series 7 & 63 required
  • Series 66/65 preferred
  • Bachelor's/University degree or equivalent experience

Benefits

Comp & perks
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Discretionary and formulaic incentive and retention awards may be available for eligible employees