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 Solutions Approver is responsible for workflow 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
Qualifications
Education
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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 - $109,320.00In 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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jul 14, 2025------------------------------------------------------
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 Citi
Citigroup is a diversified financial services holding company that provides various financial products and services.
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