Client Service Associate

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

The Citi Wealth Management Client Service Associates are expected to support Financial Advisors and provide world class customer service where the focus is on client satisfaction with the account opening process.

Job Responsibilities

Efficiently manage inquiries from CWM FAs and Clients for New Account Opening/Asset Transition
Strong problem solving and decision-making skills, combined with an understanding of regulatory requirements are required to perform job functions.
Interprets procedures/ instructions to resolve problems within established policies and procedures, while adhering to banking and brokerage regulatory requirements
Works under little to no direct supervision while performing job duties
Applies working knowledge of technical and professional principles and concepts and in-depth knowledge of team objectives; and impacts the business by ensuring the quality of the tasks or services provided
Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function.

Qualifications:

Strong Computer Skills (MS Office)
Excellent verbal and written skills
Ability to build rapport over the phone
Ability to be flexible with work schedule to include weekends and evening
Proven success working in a team environment
Attention to detail
Organization skills
Solid work ethic, professionalism, and positive attitude
Ability to thrive in a dynamic work environment

Licensing Requirements:

Obtain licenses within 150 days of hire

Securities Industry Essentials (SIE) - Series 7/63 or 7/66

Job Family Group:
Private Client Coverage

Job Family:
Client Services

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.