Registered Wealth Investment Service Associate

Citi • Jacksonville, FL

10d • $62,620 - $87,380

About The Position

The Intermediate Associate Telesales Representative is a client service and sales support position responsible for servicing and supporting internal and external clients, primarily through inbound and outbound phone calls. The role supports Citi Investment and/or Banking clients, provides service on banking and investment inquiries, and manages risk prudently while following Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures.

The associate handles client requests and issues end to end, responds by telephone or email, supports banking and investment operations, and may place unsolicited securities trades. The role also builds client relationships, identifies prospective clients and opportunities to deepen existing relationships, and executes client contact campaigns. It requires adherence to compliance and firm policies, collaboration with back-office teams, and communication of client pain points and process-improvement suggestions to senior management.

Requirements

• 2–5 years of experience in client service and/or sales within financial services, such as banking, insurance, or investments, preferred.
• Prior work experience in a related job that provides a comprehensive understanding of the activities, policies, procedures, and concepts of the work area.
• Understanding of multiple products across business lines, with strong networking and relationship-building skills.
• Excellent verbal and written communication skills and the ability to communicate professionally.
• Positive, can-do attitude.
• Strong people skills and ability to work in a team environment.
• Ability to work independently within established procedures and make decisions without manager approval.
• Ability to perform multiple functions with a high degree of accuracy.
• Strong desire to provide an excellent client experience with every client.
• Openness to frequent feedback and continuous feedback.
• Ability to support a diverse array of products and services.
• U.S. FINRA Series 7 and Series 63 registrations required.

Nice To Haves

• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• FINRA Series 66 or Series 65 registration preferred.
• Master’s degree preferred.

Responsibilities

• Service and support Citi Investment and/or Banking clients.
• Clearly communicate business value propositions and match clients with appropriate products and services.
• Respond promptly to client service requests received by telephone or email.
• Own client issues end to end and provide issue resolution through a closed-loop process.
• Handle banking and/or investment operations inquiries and requests, including placing unsolicited securities trades.
• Handle customer claims and complaints in accordance with FINRA and firm policy.
• Adhere to KYC, AML, and other compliance requirements.
• Build rapport with clients and use Salesforce to communicate issues, tasks, and opportunities.
• Build relationships with back-office staff and seek appropriate support from those teams.
• Provide timely feedback to senior management about client pain points and barriers to exceptional service, and suggest process improvements.
• Respond to client requests for investment products and refer clients to Financial Advisors when requested.
• Identify prospective clients interested in becoming new clients.
• Execute client contact campaigns defined by Sales Management or Segments.
• Proactively contact clients to identify needs and deepen relationships.
• Complete required role-related training on time.
• Assess risk in business decisions, protect the firm's reputation and assets, comply with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and 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.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level