New York Seasonal Jobs

Job Information

Citigroup Citi Wealth at Work - Investment Relationship Officer in New York, New York

The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.


  • Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our 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 Citi’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.


  • 3-7 years of relevant experience

  • Prior experience in wealth management or other financial services roles preferred

  • Ability to manage relationships both internal and external

  • Ability to multi-task

  • FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)


  • Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Client Onboarding

Time Type:

Full time

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 (

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.