Jobs in the United States

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Added 3 mins ago
AC
Information Technology Infrastructure Manager
Ada County
Boise, ID
- $135,000 USD / year
Under general direction, manages, plans, directs, and oversees the County’s IT infrastructure operations, including data communications, server platforms, enterprise systems, and related…
Added 5 mins ago
Sr. Manager, Event Technology Systems
Salesforce, Inc.
IN
Salesforce Strategic Events is seeking a Senior Manager, Event Technology Systems to help shape how technology powers some of the company’s most important global event experiences. From…
Added 6 mins ago
Human Resources Business Partner
NFI Industries
Fort Worth, TX
…workforce. The HRBP may report to a Human Resources Regional Manager or Director of HR…
Added 6 mins ago
Sr. Program Manager, Business Ops
Avalara
UNAVAILABLE
As a Senior Program Manager, you will lead the cross-functional operations of this flagship initiative. You will drive alignment, accountability, and execution across dedicated engineering…
Added 9 mins ago
RF
Branch Operations Intern
Republic Finance, LLC
Conroe, TX
- $15 USD / hour
Must have the ability to work a minimum of 18-20 hours per week
Added 9 mins ago
RF
Assistant Branch Manager - Sales Manager Trainee
Republic Finance, LLC
Cedar Hill, TX
- $45,000 USD / year
We give you all of the tools that you need to succeed and grow into a Branch Manager position! As an entry-level ABM, you will go through an 18 - 24 month on-the-job paid training program…
Added 9 mins ago
RF
Branch Operations Intern
Republic Finance, LLC
Slidell, LA
- $15 USD / hour
Must have the ability to work a minimum of 18-20 hours per week
Added 9 mins ago
RF
Branch Operations Intern
Republic Finance, LLC
Beaumont, TX
- $15 USD / hour
Must have the ability to work a minimum of 18-20 hours per week
Added 13 mins ago
Registered Beneficiary Services Representative
Citigroup
O'Fallon, MO
The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients' beneficiaries.
Added 14 mins ago
Technology Consulting - Managed Services - ServiceNow & Service Management - Senior Manager
EY
Hoboken, NJ · McLean, VA · Baltimore, MD · New York, NY · Boston, MA · Dallas, TX · Cincinnati, OH · Chicago, IL · Tampa, FL · Cleveland, OH · Austin, TX · Seattle, WA · Philadelphia, PA · Baton Rouge, LA · Atlanta, GA
To qualify for the role, you must have
Added 14 mins ago
Technology Consulting - Managed Services - Digital Engineering Operations Services - Senior Manager
EY
Austin, TX · McLean, VA · New York, NY · Minneapolis, MN · San Francisco, CA · Chicago, IL · Milwaukee, WI · Baltimore, MD · Cleveland, OH · Hoboken, NJ · Los Angeles, CA · Dallas, TX · Las Vegas, NV · Philadelphia, PA · Boston, MA · Cincinnati, OH · Atlanta, GA
To qualify for the role, you must have
Added 15 mins ago
Vendor Engagements & Purchasing Project Manager
Linda Werner & Associates
United States
Seeking an experienced Vendor Engagements & Purchasing Project Manager to support procurement operations, vendor engagement, and purchasing process improvements for a dynamic technology…
Added 16 mins ago
Pharmacy Technician
Woodward Detroit CVS, L.L.C.
Oak Park, MI
…Technicians assist the pharmacy team to ensure that pharmacy operations run smoothly, our patients’ prescriptions are filled promptly, safely, and accurately, and we are providing caring…
Added 16 mins ago
Shift Supervisor
Longs Drug Stores California, L.L.C.
Kailua Kona, HI
…through a focus on excellent customer service. When there is no manager or Operations Supervisor onsite, the Shift Supervisor leads the store staff, ensures that store operations run…
Added 18 mins ago
Publisher Sales Manager
Jobgether
Remote, United States
We are looking for a commercially driven Publisher Sales Manager to develop and grow strategic publisher partnerships across international markets. In this role, you will take ownership of…
Added 18 mins ago
Engineering Manager - Pipelines
Jobgether
Remote, United States
Hiring and Team Growth: Own the team's hiring strategy and recruitment process, acting as the hiring manager and conducting initial interviews for all team positions.
Added 20 mins ago
Administrative Secretary HDVCH Emergency Department
Corewell Health
Grand Rapids, MI
…role in supporting our leadership and ensuring smooth office operations. As the go-to person for managing payroll for 150 dedicated staff members, your attention to detail will be crucial…
Added 23 mins ago
UB
Seasonal Task Associate
Ulta Beauty, Inc.
Salisbury, MD
- $15 to $20 USD / hour
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Task Associate
Ulta Beauty, Inc.
Roseburg, OR
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Seasonal Task Associate
Ulta Beauty, Inc.
Gulfport, MS
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Task Associate
Ulta Beauty, Inc.
Sioux Falls, SD
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Seasonal Task Associate
Ulta Beauty, Inc.
Green Bay, WI
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Merchandise Manager
Ulta Beauty, Inc.
Byron Center, MI
The Merchandise Manager (MM) is responsible for leading through Ulta Beauty’s mission, vision, and values and contributing to a high-performing team that consistently delivers top-line…
Added 23 mins ago
UB
Seasonal Task Associate
Ulta Beauty, Inc.
Baltimore, MD
- $15 to $20 USD / hour
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays
Added 23 mins ago
Seasonal Task Associate
Ulta Beauty, Inc.
Arden, NC
Work a flexible schedule to include early morning shifts, days, evenings, weekends, overnights, and holidays

Citigroup

Registered Beneficiary Services Representative

O'Fallon, MO, United States

$64,620.00 - $90,180.00 · Full-time

Apply on hiremo.mo.gov About employer

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Job details

Pay: $64,620.00 - $90,180.00
Job type: Full-time
Posting language: English

Original job description

Summary

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

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Job Family Group:

Consumer Sales

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Job Family:

Telesales

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Time Type:

Full time

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Primary Location:

Ofallon Missouri United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Nov 16, 2026

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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 (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\_Career\_Supplement\_a11y.pdf)

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_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/...

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Jobs in the United States