More jobs:
Client Success & Beneficiary Services Rep
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-16
Listing for:
Citi
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Citi is seeking a Registered Beneficiary Services Representative to support inbound and outbound client communications for investment and banking clients. This on-site role requires handling beneficiary processes, ensuring accuracy and compliance, and delivering a best-in-class client experience.
The role emphasizes servicing Citi’s Investment and/or Banking clients, adhering to KYC/AML procedures, and coordinating with back-office teams.
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