Registered Citigold Private Client Service Associate (San Antonio, TX / Jacksonville, FL)

Citigroup • San Antonio, TX

234d • $62,620 - $87,380

About The Position

Citi, the leading global financial services company, 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. Citi Personal Wealth Management (CPWM) provides banking and wealth management services to our Citigold and Citigold Private clients via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting our high-net-worth clients primarily through inbound and outbound phone calls. They will be tasked with providing best in class service on both Banking and Investment inquiries.

Requirements

• 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.

Responsibilities

• Fully accountable for servicing and supporting Citi's high-net-worth 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 consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree