Registered Client Service Associate Bilingual in Spanish and English
About The Position
The Licensed Client Service Associate is a developing professional role that integrates specialty knowledge with an understanding of industry standards and practices. The role requires understanding how the team and area work with others to achieve subfunction and job-family objectives. It applies analytical thinking and data-analysis methods, communicates information systematically, and uses developed communication and diplomacy skills to exchange potentially complex or sensitive information. The role has a moderate but direct impact through close contact with core business activities; the quality and timeliness of service affect the effectiveness of the employee’s team and related teams. The associate delivers wealth management services to clients with guidance from Banker teams and helps manage risk by supporting compliance with applicable laws, rules, regulations, and policies. The position is based in New York, New York, and is full time. The listed annual salary range is $78,320 to $109,280.
Requirements
- 2–5 years of relevant experience.
- Ability to manage multiple concurrent deadlines with strong organizational and time-management skills suited to the needs of Banker teams and clients.
- Ability to problem-solve and analyze data with attention to detail.
- Strong verbal and written communication skills.
- Client-facing experience.
- Strong background and interest in operations and compliance.
- Previous sales referral experience.
- Knowledge of investments, banking, and credit products.
- Bilingual in Spanish and English.
- Series 7 and Series 63, or Series 7 and Series 66 licenses required in the United States.
- Bachelor's/University degree or equivalent experience.
Responsibilities
- Deliver wealth management services to clients with guidance from the Banker teams.
- Assess risk appropriately in business decisions, considering the firm's reputation and safeguarding Citi, its clients, and assets.
- Drive compliance with applicable laws, rules, and regulations and adhere to company policy.
- Apply sound ethical judgment regarding personal behavior, conduct, and business practices.
- Escalate, manage, and report control issues transparently.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
