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Beneficiary Services Specialist - Client & Sales Support
Job in
St. Charles, Saint Charles, St. Charles County, Missouri, 63301, USA
Listed on 2026-08-13
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Citi is seeking a Registered Beneficiary Services Representative in Ofallon, Missouri to service Citi's Investment and Banking clients via phone and email, ensuring full ownership of the beneficiary process and end-to-end issue resolution.
The role requires 2-5 years in financial services, knowledge of multiple product lines, strong communication, and compliance with KYC/AML and FINRA rules; US FINRA Series 7 & 63 are required, with Series 66/65 preferred. Salesforce experience is expected.
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