Beneficiary Services Approver

Citigroup • O Fallon, MO • 2h ago

The Beneficiary Services Approver is a self-motivated, intermediate level position acting in a supervisory capacity for the Beneficiary Services team within Citi Personal Wealth Management. The Approver is responsible for case supervision, assisting with audits, investigating, and resolving escalated matters and providing on-the-spot coaching to team associates.

The Beneficiary Services team provides resolution for assigned cases within Citi Personal Wealth Management. The team provides resolution for both internal and external clients with resolution communicated via physical mail. As a member of the Beneficiary Services-Approver team, you will review multiple workflow queues for completion, review items related to Estate cases (decedent owners and their corresponding beneficiaries), and various other items.

Responsibilities

Reviewing (and possibly assigning) tickets to team members

Reviewing completed work and closing tickets after providing supervisory approval

Act in a supervisory capacity to review outgoing correspondence, journals, account maintenance updates, complaints, and new account approvals

Participate as Subject Matter Expert for Estate related matters

Prepare/assist in internal and external regulatory audits and examinations

Prepare details of escalated matters for Solutions Manager

Speak to internal partners and external clients when required via telephone

Prepare weekly team meeting presentation upon request

Prepare daily reporting stats upon request

Assist in onboarding new hires/ordering entitlements

Facilitate on the job training for new & current associates

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, 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

5 to 8 years of relevant experience

Consistent top-tier performer - ability to handle and expedite multiple tasks in a dynamic, fast paced service environment

Exceptional critical thinking / problem solving skills to immediately address escalated client issues

Customer focused, detail-oriented individual with ability to maintain a positive attitude in high-stress and fast-paced work environment

Strong desire to create a top-notch client experience with every client, every day

Proficient in Microsoft Office

Experience with NetX360 and Salesforce preferred

Excellent verbal and written communication skills

Registered FINRA Series 7, 63 (or 66), 9/10 is required

Education

Bachelor's degree/University degree or equivalent experience

Job Family Group:

Consumer Sales

Job Family:

Consumer Sales Support

Time Type:

Full time

Primary Location:

Ofallon Missouri United States

Primary Location Full Time Salary Range:

$72,880.00 - $109,320.00

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:

Sep 17, 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 (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\Career\Supplement_a11y.pdf)

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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