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Added 2 mins ago
CY
Studio Coordinator - Lakeview
CorePower Yoga, LLC
Chicago, IL
- $21.25 USD / hour
…CorePower Yoga studio experience including coordinating studio operations and holding the studio to the highest health and safety standards. In alignment with our Core Values, you work…
Added 2 mins ago
FUEL CENTER/LEAD CLERK
The Kroger Co.
Lake Orion, MI
…Fuel department. Support the day-to-day functions of the Fuel operations. Embrace the Customer 1st strategy and encourage associates to deliver excellent customer service. Demonstrate the…
Added 2 mins ago
PRODUCE/LEAD CLERK
The Kroger Co.
Milan, MI
…department. Support the day-to-day functions of the Produce operations. Embrace the Customer 1st strategy and encourage associates to deliver excellent customer service. Demonstrate the…
Added 3 mins ago
Global Hotel Partnerships Manager (East Coast based)
OpenTable
Remote, United States
…hotel partnerships worldwide. As the Global Hotel Partnerships Manager, you will be the primary architect of OpenTable's relationships with the world's leading hotel brands and management…
Added 3 mins ago
SO
Statewide Human Resources Program Manager
State of Connecticut
Hartford, CT
- $116,650 to $159,051 USD / year
Are you an innovative and strategic human resources professional who thrives on improving operations, streamlining processes, and leading organizational change? Do you enjoy bringing teams…
Added 3 mins ago
SO
Human Resources Generalist 2
State of Connecticut
Brooklyn, CT · Montville, CT · Newtown, CT
- $87,787 to $119,701 USD / year
…Resources Generalist 2 professionals to join our growing HR Operations team supporting the Department of Correction…
Added 3 mins ago
Facilities Design Civil Engineer Trainee
State of Connecticut
Newington, CT
…Engineer) and Transportation Supervising Engineer (Project Manager) with additional…
Added 5 mins ago
Privacy Operations Director, Senior Counsel
Eagan, MN · Washington, DC
Added 6 mins ago
Senior Manager, Digital Distribution
PlayStation Global
San Mateo, CA
The Senior Manager, Digital Games Monetization will be instrumental in developing and executing commercial strategies that maximize revenue and digital share for independent publishers.…
Added 7 mins ago
CE
PT Managment-Barton Creek Mall
Claires Essentials LLC
Austin, TX
- $12 to $13 USD / hour
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 7 mins ago
CE
Part-Time Manager
Claires Essentials LLC
Alpharetta, GA
- $11.75 USD / hour
- Part-time
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 7 mins ago
CE
Sales Associate
Claires Essentials LLC
Novi, MI
- $13.75 to $14 USD / hour
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 7 mins ago
Assistant Store Manager - 5924
Great Lakes Specialty Finance Inc
Detroit, MI
Escalate issues to the store manager, District Director of Operations (DDO), and corporate office if unable to resolve the issue directly with the customer.
Added 7 mins ago
CE
Sales Associate
Claires Essentials LLC
Santa Barbara, CA
- $16.9 to $17.5 USD / hour
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in…
Added 7 mins ago
Administrative Assistant
Rutgers University-New Brunswick
NJ
…including the following: budget management, budget tracking, operations for event planning, room reservations, facilities request and work orders, tracking student curriculum records,…
Added 8 mins ago
GARAGE - Assistant Manager - Mall Of America
Groupe Dynamite, Inc Garage
Bloomington, MN
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 8 mins ago
Branch Operations Coordinator Clinton Main
Wells Fargo
CLINTON, SC
Support the Branch manager in operational tasks and scheduling
Added 8 mins ago
Maintenance Manager
Smurfit Westrock
Cowpens, SC
…solutions that help move the world forward. As Maintenance Manager, you will provide leadership and strategic direction for maintenance operations while ensuring the safe maintenance,…
Added 8 mins ago
Manufacturing Line Manager - 3rd Shift
Siemens
Roebuck, SC
We are seeking a Manufacturing Line Manager to join our 3rd shift team at our Roebuck, South Carolina facility.
Added 8 mins ago
N
Senior Facility Quality Manager
Nestle
Gaffney, SC
- $140,775.3 to $191,918 USD / year
The Senior Facility Quality Manager provides leadership to establish and maintain product quality through sanitation, ingredient, packaging, and quality-system management. The role serves…
Added 8 mins ago
Production Supervisor
Smurfit Westrock
Greer, SC
The Production Supervisor will be responsible for the safe and efficient operations of their facility. In this role, you will communicate performance expectations to ensure production…
Added 8 mins ago
SR
Manager, Engineering F - Nuclear Safety CSTF
Savannah River Mission Completion
Aiken, SC
- $131,000 to $225,000 USD / year
Savannah River Mission Completion (SRMC) is seeking a Manager, Engineering F - Nuclear Safety CSTF to be based in our Aiken, SC location on the Savannah River Site (SRS).
Added 8 mins ago
SR
DWPF Rotating Shift Electrical & Instrumentation (E&I) Maintenance Mechanic First Line Manager (FLM)
Savannah River Mission Completion
Aiken, SC
- $85,152 to $153,240 USD / year
The DWPF Rotating Shift Electrical & Instrumentation (E&I) Maintenance Mechanic First Line Manager (FLM) is responsiblefor the direct supervision of mechanics, ensuring work is in…
Added 8 mins ago
CH
CVS in Target - Staff Pharmacist Full Time
CVS Health
Summerville, SC
- Full-time
Partnering with the Pharmacy Manager to ensure pharmacy operations are compliant with the appropriate state Board of Pharmacy regulations at all times; escalating issues or concerns to the…
Added 9 mins ago
District Manager - DashMart- South Carolina
DoorDash
Charleston, SC
We’re looking for a people-focused leader and experienced operations specialist to lead some of our DashMart facilities.

Closed listing

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

This opening has closed.

The original listing is kept below for reference.

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About employer

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
Closing date: May 8, 2027
Posting language: English
Posted: Nov 9, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

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

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