Wealth Service Associate

Citi•San Antonio, TX

10d

About The Position

Clearly articulate business value proposition (products and services). Effectively and timely attend to client service requests received via telephone or email. Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process. Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. Ensures that KYC/AML and other compliance norms are strictly adhered to. Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities. Builds a rapport with back-office staff and seek out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement. React to client needs for investment products by referring such clients to licensed investment representatives. Complete client contact campaigns as defined by Sales Management Support ad-hoc initiatives/projects as required by Sales Management Complete all required trainings pertaining to the function in a timely manner. Clearly articulate business value proposition (products and services). Effectively and timely attend to client service requests received via telephone or email. Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process. Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. Ensures that KYC/AML and other compliance norms are strictly adhered to. Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities. Builds a rapport with back-office staff and seek out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement. React to client needs for investment products by referring such clients to licensed investment representatives. Complete client contact campaigns as defined by Sales Management Support ad-hoc initiatives/projects as required by Sales Management Complete all required trainings pertaining to the function in a timely manner.

Requirements

2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Ability to communicate at a professional level.
Excellent people skills and ability to work in a team environment.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Strong desire to create a top-notch client experience with every client every day.
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
0-2 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
Excellent verbal and written communication skills.
Ability to communicate at a professional level.
Positive and can-do attitude.
Excellent people skills and ability to work in a team environment.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Strong desire to create a top-notch client experience with every client every day.
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
Bachelor's Degree/University degree or equivalent experience

Responsibilities

Effectively and timely attend to client service requests received via telephone or email.
Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Ensures that KYC/AML and other compliance norms are strictly adhered to.
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
Builds a rapport with back-office staff and seek out highest level of support from those teams.
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
React to client needs for investment products by referring such clients to licensed investment representatives.
Complete client contact campaigns as defined by Sales Management
Support ad-hoc initiatives/projects as required by Sales Management
Complete all required trainings pertaining to the function in a timely manner.