Registered Client Service Associate

Citi • Los Angeles, CA

1d

About The Position

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Deliver wealth management services to clients with guidance from the Banker teams.

Requirements

• 2-5 years relevant experience
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 or willing to acquire
• Bachelor's/University degree or equivalent experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees