What are the responsibilities and job description for the Wealth National Client Onboarding Specialist - Miami position at Citi?
The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across all products, oversee and ensure safe and sound underwriting/credit practices and overall leadership of a sound lending activity.
Responsibilities:
- Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization
- Provide sales assistance by designing and implementing process improvements
- Support new products, promotions, and projects defined by the business
- Review and provide training material to sales and operations
- Support sales activities for high profile clients
- Provide administrative assistance for sales management teams
- Ensure sales team compliance with local regulations
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 5-8 years of relevant experience
- Required Licensing: Series 7 and 63/66
- Working knowledge of related industry practices and standards
- Consistently demonstrates clear and concise written and verbal communication
Education:
- Bachelor’s degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Consumer Sales Support------------------------------------------------------
Time Type:
------------------------------------------------------
Primary Location:
Miami Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:
$72,880.00 - $109,320.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Feb 26, 2025------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Salary : $72,880 - $109,320
