Client Services Associate

Citi•Chicago, IL

22h•Onsite

About The Position

The Client Services Associate is a developing professional role that involves identifying policy and applying specialty knowledge in monitoring and assessing processes and data. This role integrates established disciplinary knowledge within its specialty area with a basic understanding of related industry practices. The associate is expected to have a good understanding of how the team interacts with others to accomplish objectives and will develop working knowledge of industry practices and standards. The ability to exchange information in a concise and logical way, while being sensitive to audience diversity, is essential. The position has a limited but direct impact on the business through the quality of the tasks/services provided, with the impact restricted to the immediate team.

Requirements

0-2 years relevant experience
Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
Strong Communication Skills
Proficient in Microsoft Office Suite
Bachelor's/University degree or equivalent experience

Responsibilities

High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office
Monitor money managers performance and update monthly
Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
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