RPS Registered Client Service Associate

Citi • Jacksonville, FL

10d • $62,620 - $87,380

About The Position

The Client Services Associate is a developing professional role responsible for servicing and supporting Citi’s Investment and/or Banking clients, primarily through inbound and outbound phone calls. The role follows Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures. The associate uses knowledge of the financial industry to identify channel and account solutions suited to client needs, including digital platforms, centralized team-based advice, or in-market dedicated advice.

The associate provides timely responses to client requests received by telephone or email, owns client issues through resolution, and handles claims and complaints in accordance with FINRA and firm policy. The role also explains Citi’s products and services, supports transitions to digital solutions when appropriate, refers opportunities to relevant segment partners, and follows regulatory, compliance, risk, and control procedures.

Requirements

• Prior work experience in a related job providing 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.
• Ability to work independently within established procedures and make decisions without manager approval.
• Ability to perform multiple functions accurately.
• Ability to support a diverse array of products and services.
• Current U.S. FINRA registrations: SIE, Series 7, and Series 66, or Series 63 and Series 65.
• Must meet all U.S. FINRA registration requirements within 150 days of starting in the role.
• Bachelor’s/University degree.

Nice To Haves

• 2–5 years of relevant customer service experience, preferably emphasizing investments or investment-related products.
• Basic understanding of investment and financial planning strategies.
• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• Master’s degree.

Responsibilities

• Service and support Citi’s Investment and/or Banking clients.
• Clearly explain the business value proposition and match clients with appropriate products and services.
• Engage professionally with clients to facilitate transitions to digital solutions when appropriate.
• Explain the value propositions for Citigold, Citi Private Client, and available digital programs.
• Respond promptly to client service requests received by telephone or email.
• Own client issues end to end and resolve them through a closed-loop process.
• Handle customer claims and complaints in accordance with FINRA and firm policy.
• Refer opportunities to appropriate segment partners, including Senior Wealth Advisors, Small Business Partners, Home Lending Officers, and Digital Wealth Solutions.
• Manage client follow-up and comply with regulatory and compliance operating procedures.
• Adhere strictly to KYC/AML and other compliance requirements.
• Assess risk in business decisions, safeguard the firm, clients, and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and 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

What This Job Offers

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