Registered Beneficiary Services Representative

Citi

. Service and support Citi's Investment and/or Banking clients .

Posted 11/9/2026full-timeUnited StatesJuniorMid-Level💰 $64,620 - $90,180 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 ExperienceKYC/AML ComplianceFINRA Series 7 & 63Salesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementInvestment OperationsIssue ResolutionRisk AssessmentProduct Knowledge

Soft Skills

Verbal CommunicationWritten CommunicationNetworking SkillsTeam CollaborationPositive Attitude

Tools & Technologies

SalesforceMicrosoft OfficeExcelOutlookWord

Certifications & Qualifications

FINRA Series 7FINRA Series 63Series 66/65

Industry Keywords

Financial ServicesInvestment BankingClient ExperienceComplianceCustomer Claims

About the role

Key responsibilities & impact

Service and support Citi's Investment and/or Banking clients
Articulate the business value proposition and match clients with appropriate products and services
Respond to client service requests received by telephone or email
Provide end-to-end issue resolution using a closed-loop process
Handle banking and/or investment operations inquiries and place unsolicited securities trades
Handle customer claims and complaints in accordance with FINRA and firm policy
Adhere to KYC/AML and other compliance requirements
Build relationships with clients and use Salesforce to manage issues, tasks, and opportunities
Collaborate with back-office staff to obtain support
Provide senior management with feedback on client pain points 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 training
Assess and manage risk, safeguard Citi and client assets, comply with laws and policies, and escalate 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 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
Ability to work independently within established procedures and make decisions without manager approval
Ability to perform multiple functions with a high degree of accuracy
Strong desire to create a top-notch client experience
Openness 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, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Discretionary and formulaic incentive and retention awards for eligible employees