Citigroup - San Antonio, TX
posted 13 days ago
The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service on Investment account requests and maintenance, and ensuring risk is prudently managed. The Registered National Investor Center Support Associate is responsible for maintenance and update of self-directed accounts through the management of workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within regulatory guidelines.