Relationship Officer
4 weeks ago
The Client Onboarding and Account Opening Professional is a seasoned professional role at Citigroup. This role requires in-depth knowledge of client onboarding and account opening processes, as well as excellent communication and diplomacy skills. The ideal candidate will have 3-7 years of relevant experience and a Bachelor's/University degree or equivalent experience.
Key Responsibilities:
• Lead client onboarding and account opening efforts as part of the core client coverage team.
• Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience.
• Act as the main point of contact/guidance for clients going through the KYC onboarding and account opening process.
• Provide the highest level of customer service and teamwork to our clients.
• Possess an expert knowledge in Citigroup's client onboarding and account opening policies, procedures, and applications.
• Ensure all documentation received is current, accurate, and complete.
• Fulfill all requests in a timely manner.
• Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client.
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately.
• Appropriately assess risk when business decisions are made, demonstrating 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.
-
Customer Relationship Manager
4 weeks ago
Los Angeles, California, United States Virtual Full timeA leading manufacturing company, Virtual, is seeking a skilled Customer Relationship Manager to focus on customer care with major accounts. This role will involve managing and maintaining key accounts within the West Coast. The position is a hybrid role, with four days in office and one day from home, offering growth, stability, and a place to call home.This...
-
Senior Client Relationship Manager
4 weeks ago
Los Angeles, California, United States International Search Consultants Full timeAt International Search Consultants, we are seeking a highly motivated and detail-oriented Senior Client Relationship Manager to join our team. This individual will be responsible for managing client relationships, coordinating quarterly meetings, and providing exceptional customer service.Key Responsibilities:Coordinate client meetings and prepare...
-
Senior Portfolio Relationship Strategist
2 weeks ago
Los Angeles, California, United States First Citizens Full timeCompany OverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. The Sr Portfolio & Relationship Manager plays a crucial role in driving business growth by acquiring, expanding, and retaining client relationships across various sectors.Salary: The base pay for this position is generally...
-
Office Coordinator
4 weeks ago
Los Angeles, California, United States Helios WorldWide Full timeDynamic Office AdministratorWe are seeking a highly organized and detail-oriented Office Administrator to join our team at Helios WorldWide. As a key member of our operations team, you will be responsible for managing daily office functions, maintaining relationships with vendors, and ensuring the smooth execution of company events.Key...
-
Security Officer
1 month ago
Los Angeles, California, United States Allied Universal Full timeSecurity Officer **Job Summary** As a Security Officer at Allied Universal, you will be responsible for ensuring the facility is provided with high-quality security services to protect people and property. You will report safety concerns, security breaches, and unusual circumstances both verbally and in writing. You will build, improve, and maintain...
-
Relationship Manager
4 weeks ago
Los Angeles, California, United States Beneficial State Bank Full timeJob SummaryThe Relationship Manager - Affordable Housing Specialist is responsible for developing and maintaining strong relationships with clients in the affordable housing sector. This role requires a deep understanding of commercial banking products and services, as well as the ability to analyze financial data and provide expert advice to clients.Key...
-
Office Administrator
4 weeks ago
Los Angeles, California, United States Helios WorldWide Full timeKey Responsibilities:As a key member of our team at Helios WorldWide, you will be responsible for managing daily office functions, including ordering and maintaining office supplies, overseeing office maintenance, and ensuring all equipment is in working order.Vendor Management:You will maintain and manage relationships with vendors for services such as...
-
Office Coordinator
4 weeks ago
Los Angeles, California, United States Helios WorldWide Full timeKey ResponsibilitiesAs an Office Administrator at Helios WorldWide, you will be responsible for managing daily office functions, including ordering and maintaining office supplies, overseeing office maintenance, and ensuring all equipment is in working order.Key AccountabilitiesManage relationships with vendors for services such as internet, cleaning, water...
-
Office Manager
4 weeks ago
Los Angeles, California, United States Synapse Virtual Production Full timeJob Title: Office ManagerJob Summary:We are seeking a highly organized and detail-oriented Office Manager to oversee the day-to-day operations of our office. The ideal candidate will have experience in executive/operations assistant roles and be able to establish trust and rapport with all levels of staff and diverse stakeholders.Key Responsibilities:Manage...
-
Security Officer
1 month ago
Los Angeles, California, United States MSCCN Full timeSecurity Officer Job DescriptionWe are seeking a highly skilled and dedicated Security Officer to join our team at Allied Universal. As a Security Officer, you will play a critical role in ensuring the safety and security of our clients and their properties.Responsibilities:Provide exceptional customer service to clients by carrying out safety and security...
-
Security Officer
4 weeks ago
Los Angeles, California, United States Allied Universal Inc Full timeJob SummaryAllied Universal Inc is seeking a skilled Security Officer to safeguard clients in various industries. As a Security Officer, you will be responsible for providing exceptional customer service, conducting regular patrols, and responding to incidents in a calm and professional manner.Key ResponsibilitiesCarry out safety and security procedures,...
-
Los Angeles, California, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a highly skilled and experienced professional to lead and support a large geography in the Los Angeles Market along with parts of Ventura/Santa Barbara counties. As a Small Business Banking Relationship Manager, you will be responsible for building, maintaining, and growing relationships with small business banking...
-
Office Manager
4 weeks ago
Los Angeles, California, United States Source Sound, Inc. Full timeAbout UsSource Sound, Inc. is a leading post-production sound company dedicated to delivering exceptional services to clients worldwide. With over 20 years of experience, we have established ourselves as a premier audio company servicing the game, feature film, advertising, and VR/AR communities.Job SummaryWe are seeking a highly skilled Office...
-
Office Coordinator
4 weeks ago
Los Angeles, California, United States Compass Full timeAt Compass, we're revolutionizing the real estate industry with our end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients.The Office Administrator is a core in-office role in all of our sales offices, reporting to and supporting the Sales Manager in ensuring a seamless and exceptional...
-
Family Office Account Executive
4 weeks ago
Los Angeles, California, United States SS&C Full timeJob DescriptionSS&C Technologies is seeking a results-driven sales representative to actively seek out and engage customer prospects in the Family Office space. The ideal candidate will be responsible for selling SS&C's products and services to Family Offices, understanding clients' needs, and providing complete and appropriate solutions to contribute to...
-
Security Officer
4 weeks ago
Los Angeles, California, United States MSCCN Full timeJob Summary:We are seeking a Security Officer to join our team at Allied Universal in Los Angeles, California. As a Security Officer, you will be responsible for providing customer service to our clients by carrying out safety and security procedures, site-specific policies, and emergency response activities.Responsibilities:Provide customer service to...
-
Mortgage Loan Officer
4 weeks ago
Los Angeles, California, United States Travis Credit Union Full timeMortgage Loan Officer Job DescriptionWe are seeking a highly skilled Mortgage Loan Officer to join our team at Travis Credit Union. As a Mortgage Loan Officer, you will be responsible for developing and closing new business with external partners, soliciting new business relationships with local realtors, and coordinating events to drive brand awareness and...
-
Chief Executive Officer
4 weeks ago
Los Angeles, California, United States Inner City Foundation Full timeJob DescriptionThe Inner City Education Foundation (ICEF) is seeking a dynamic and experienced leader to guide the organization through a pivotal transformation phase. As the Chief Executive Officer, you will provide visionary leadership, adept management, and strategic oversight for ICEF's dedicated staff and operations.The CEO position offers a unique...
-
Office Administrator
4 weeks ago
Los Angeles, California, United States Express Electrical Service company Full timeWe are seeking an experienced Office Manager to join our Express Electrical Service company team in Beverly Hills, CA. As a critical team member, you will be responsible for ensuring the smooth operation of the office by managing administrative tasks, onboarding new hires, conducting orientation, handling site-level payroll duties, managing employee files,...
-
Regional Escrow Officer
4 weeks ago
Los Angeles, California, United States Anywhere Real Estate Full timeAbout the Role:We are seeking a highly skilled Regional Escrow Officer to join our team at Anywhere Real Estate. As a key member of our escrow operations team, you will be responsible for ensuring the smooth and efficient closing of real estate transactions.Key Responsibilities:Review and verify all paperwork to ensure accuracy and completenessWork closely...