Wealth Service Associate

Citi • San Antonio, TX

3d • $49,010 - $68,390

About The Position

The Wealth Associate is a client service and sales support role serving Citi Investment and/or Banking clients, primarily through inbound and outbound phone calls. The position provides service on banking and investment inquiries, supports internal and/or external clients, and helps manage risk prudently while adhering to Know-Your-Customer (KYC), Anti-Money Laundering (AML), and other compliance procedures. Associates own client issues through resolution using a closed-loop process, maintain client relationships, and coordinate with back-office teams and licensed investment representatives as needed.

Requirements

• 2–4 years of experience in client service and/or sales within financial services, such as banking, insurance, or investments, preferred.
• Basic understanding of KYC and AML concepts applicable to the financial services industry preferred.
• Excellent verbal and written communication skills and the ability to communicate professionally.
• Positive, can-do attitude.
• Excellent interpersonal 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 consistently.
• Openness to frequent feedback and continuous feedback.
• Ability to support a diverse array of products and services.
• Knowledge of Microsoft Office, including Excel, Outlook, and Word, preferred.
• Bachelor’s degree/university degree or equivalent experience.

Nice To Haves

• Client service and/or sales experience in financial services.
• Basic understanding of KYC and AML concepts.
• Knowledge of Microsoft Office, including Excel, Outlook, and Word.

Responsibilities

• Clearly articulate the value proposition of the business’s products and services.
• Respond effectively and promptly to client service requests received by telephone or email.
• Own client issues end to end and provide exceptional support and resolution through a closed-loop process.
• Handle customer claims and complaints in accordance with FINRA and firm policy.
• Adhere strictly to KYC/AML and other compliance requirements.
• Build rapport with clients and use Salesforce to communicate issues, tasks, and opportunities.
• Build rapport with back-office staff and seek the highest level of support from those teams.
• Provide timely feedback to senior management about client pain points and barriers to exceptional service, and suggest process improvements.
• Refer clients with investment product needs to licensed investment representatives.
• Complete client contact campaigns defined by Sales Management.
• Support ad-hoc initiatives and projects as required by Sales Management.
• Complete required functional training in a timely manner.
• Assess risk appropriately in business decisions, consider the firm’s reputation and protection of Citi and client assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• 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