Beneficiary Services Approver

Beneficiary Services Approver

Requirements

• 5 to 8 years of relevant experience
• Registered FINRA Series 7, 63 (or 66), 9/10 is required
• Bachelor’s degree/University degree or equivalent experience
• Proficient in Microsoft Office
• Exceptional critical thinking / problem solving skills to immediately address escalated client issues
• Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment
• Strong desire to create a top-notch client experience with every client, every day
• Excellent verbal and written communication skills

Responsibilities

• Reviewing (and possibly assigning) tickets to team members
• Reviewing completed work and closing tickets after providing supervisory approval
• Act in a supervisory capacity to review outgoing correspondence, journals, account maintenance updates, complaints, and new account approvals
• Participate as Subject Matter Expert for Estate related matters and DAG complaints
• Prepare/assist in internal and external regulatory audits and examinations
• Prepare details of escalated matters for Solutions Manager
• Speak to internal partners and external clients when required via telephone
• Prepare weekly team meeting presentation upon request
• Prepare daily reporting stats upon request
• Assist in onboarding new hires/ordering entitlements
• Facilitate on the job training for new & current associates
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, 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

Preferred Qualifications

• Experience with NetX360 and Salesforce preferred