Find work in the United States.

6,437,700 jobs across our US network. How we count

Jobs in the United States

25+ jobs

Save this search

Added just now
BW
Personal Banker Palm Spring
B10 Wells Fargo Bank, N. A.
PALM SPRINGS, CA
- $21 to $30 USD / hour
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account…
Added just now
CI
HP Retail Sales Representative
Companies, Inc.
Columbia, SC
- $17 USD / hour
Become a Part-Time HP Retail Sales Associate!
Added just now
SU
Human Resources Administrative Assistant - Human Resources - PC #2074
Salinas Union High School District
Salinas, CA
- $28.77 to $33.3 USD / hour
operations. Performs related work as assigned.
Added just now
Inventory Operations Specialist, Data Center Operations
Apple
Prineville, OR
Apple’s Data Center Operations team supports the infrastructure that powers Apple services at scale. As an Inventory Control Specialist, you’ll help ensure material accuracy and…
Added just now
L
Customer Service Representative
lhh
Houston, TX
- $25 to $30 USD / hour
…hire a Customer Service Representative for their Houston-area operations. This position plays a critical role in supporting existing customer accounts, ensuring order fulfillment…
Added 1 min ago
Certified Dietary Manager
Healthcare Services Group, Inc.
RICHMOND, VA
Financial Wellness Support from PNC Workplace Banking
Added 1 min ago
A
Buyer
Actalent
Billerica, MA
- $40 to $50 USD / hour
Job Title: BuyerJob DescriptionThe Buyer plays a key role on the Operations and Supply Chain team by ensuring the timely procurement of materials, components, and services to support…
Added 1 min ago
A
Lab Technician
Actalent
Lancaster, PA
- $18 to $19.5 USD / hour
Support overall laboratory operations to ensure testing turnaround times and productivity goals are met.
Added 1 min ago
Administrative Assistant - Office of General Counsel
University Of La Verne
CA
…comprehensive administrative, operational, and customer service support for the Office of General Counsel. The position serves as the primary point of contact for individuals interacting…
Added 1 min ago
A
Quality Control Laboratory Technician
Actalent
Horn Lake, MS
- $22 to $27 USD / hour
…manufacturing environment. This role primarily supports second shift operations and involves performing laboratory testing, analysis, and documentation to maintain compliance with…
Added 1 min ago
O-
Sales Associate
Orangetheory - Franchise #0320
San Antonio, TX
- $15 to $17 USD / hour
The Sales Associate is responsible for supporting front-line studio operations and delivering an exceptional member experience at every interaction within AFG HoldCo studios. This role…
Added 1 min ago
P
Part Time Flex Sales Associate
Pandora
Cumming, GA
- Part-time
matters most (peak hours) to deliver incredible fan experiences and support store operations.
Added 1 min ago
P
Part Time Flex Sales Associate
Pandora
Hershey, PA
- Part-time
matters most (peak hours) to deliver incredible fan experiences and support store operations.
Added 1 min ago
Sr Business Analyst, Facilities - Lakeland
Publix Super Markets, Inc.
Lakeland, FL
performing accounting and financial analysis support activities for Facilities operations, with a focus on all Facilities managed store maintenance work.
Added 2 mins ago
National Account Manager
Jeld-Wen Inc.
GA
Provide weekly updates of all actions and issues to company operations and sales departments.
Added 2 mins ago
Retail Sales Floor Team Lead
Goodwill Industries of Middle Tennessee
Union City, TN
…shopper experience, consistent brand standards, and real time support for shoppers and team members. The Retail Sales Floor Team Lead oversees front end and sales floor operations,…
Added 2 mins ago
Road Service & Fleet Maintenance Manager
TForce Holding USA, Inc.
Eagan, MN
…responsible for ensuring responsive, cost-effective breakdown support, maintaining a reliable network of third-party service providers, and developing consistent maintenance programs that…
Added 2 mins ago
GP
1st Shift Manufacturing Associate
GENESIS PRODUCTS LLC
Hope, AR
- $15 to $16 USD / hour
Genesis Products is seeking a Manufacturing Associate to support material handling and other manufacturing operations in our wood panel processing plant. The ideal candidate will be…
Added 2 mins ago
Weigh & Dispense Associate III
Fujifilm
Research Triangle Park, NC
The Weigh and Dispense Associate III is primarily responsible for the preparation and kitting of consumable and raw materials for cGMP process execution in Manufacturing. This role involves…
Added 3 mins ago
Marketing Associate
Packgene Biotech Inc
Remote, United States
…qualified, cost-efficient, and fast services, along with technical support, to empower our gene therapy partners. Together, we aim to transform lives and build a healthier, better…
Added 3 mins ago
AP
Exhibit Operations Specialist I
Adler Planetarium
Chicago, IL
- $25.82 USD / hour
…citizen science, and other outreach efforts. With the Adlers' support, people of all ages, backgrounds, and abilities gain the confidence to learn more about science and space discovery,…
Added 3 mins ago
Assistant Dean for Postdoctoral Affairs
University of Notre Dame
Notre Dame, IN
…Postdoctoral Affairs. This position reports to the Graduate School Associate Dean for Professional Development and plays a vital role in advancing the University’s efforts to support…
Added 3 mins ago
Pharmacy Tech III - Pharmacy
Health First Careers
Palm Bay, FL
…Associates, ensuring full training and coaching is delivered to support professional…
Added 3 mins ago
Bench Site Manager - Clean Express Auto Wash
Express Wash Concepts LLC
Oxford, MI
…career or looking to take it to the next level, we’re here to support your…
Added 3 mins ago
Site Manager - Flying Ace Express Car Was
Express Wash Concepts LLC
Springdale, OH
…career or looking to take it to the next level, we’re here to support your…

Citi

Registered Beneficiary Services Representative

OFALLON, MO, United States
JACKSONVILLE, FL, United States
O'Fallon, MO, United States
Jacksonville, FL, United States
O'Fallon, United States
Jacksonville, United States

$64,620.00 - $90,180.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $64,620.00 - $90,180.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Job type: Full-time
Apply by: May 8, 2027
Posting language: English
Posted: Nov 9, 2026

Original job description

The Beneficiary Services Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients.

The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients’ beneficiaries.

Responsibilities:

Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients
Able to clearly articulate business value proposition, matching clients with the correct set of products and services
Directly responsible for providing timely responses to client service requests, received via telephone or email
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process
Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
Ensures that KYC/AML and other compliance norms are strictly adhered to
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities
Builds a rapport with back-office staff and seek out highest level of support from those teams
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement
Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested
Accountable for identifying prospective clients interested in becoming new clients
Responsible for executing specific client contact campaigns as defined by Sales Management/Segments
Responsible for proactively contacting clients to identify needs and deepen relationships
Complete all required trainings pertaining to the function in a timely manner
Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
Excellent verbal and written communication skills, ability to communicate at a professional level
Positive and can-do attitude
Excellent people skills and ability to work in a team environment
Capable of working independently within established procedures and make decisions without manager approval
Able to perform multiple functions with a high degree of accuracy
Strong desire to create a top-notch client experience with every client every day
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team
Ability to support a diverse array of products and services
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred.

Education:

Bachelor's/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Consumer Sales------------------------------------------------------

Job Family:

Telesales------------------------------------------------------

Time Type:

Full time------------------------------------------------------

Primary Location:

Ofallon Missouri United States------------------------------------------------------

Primary Location Full Time Salary Range:

$64,620.00 - $90,180.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above.------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------

Anticipated Posting Close Date:

Nov 16, 2026------------------------------------------------------ Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.

Apply About employer

More about this job

Skills

Securities
Know your customer
Anti-money laundering
Regulatory compliance
Salesforce
Communication skills
Process improvement
Sales
Reporting
Relationship building
Work as a team
Work independently
Microsoft Office
Microsoft Excel
Microsoft Outlook
Microsoft Word
Decision making

Report this job