Licensed Client Service Associate

3 weeks ago


Staten Island, New York, United States Citigroup Inc Full time

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

  • Deliver wealth management services to clients with guidance from the Banker teams.

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 2-5 years relevant experience

  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients

  • Ability to problem solve and analyze data with demonstration of attention to detail

  • Strong verbal and written communication skills

  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products

  • US: Licenses: Series 7/63 or 7/66 or willing to acquire

Education:

  • Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Client Services

Time Type:

Full time

Primary Location:

Staten Island New York United States

Primary Location Full Time Salary Range:

$78,320.00 - $109,280.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Apr 26, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.



  • Staten Island, New York, United States Citigroup Inc Full time

    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and...


  • Staten Island, New York, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...


  • Staten Island, New York, United States UCare Staffing LLC Full time

    Our Company OverviewUCare Staffing LLC is a leading provider of accounting and tax services, with a strong reputation for delivering high-quality solutions to individuals and businesses. Our firm is committed to excellence and innovation, with a focus on staying ahead of the curve in terms of tax laws, regulations, and industry best practices.Job...


  • Staten Island, New York, United States Northwell Health Full time

    Job Description Tracks all specimens as primary point-of-contact. Receives, processes, and verifies specimen. Logs specimens into the information system. Job Responsibility Handles telephone information requests promptly with courtesy, accuracy and respect for confidentiality. Ensures appropriate ordering and turnaround of test results by monitoring...


  • Staten Island, New York, United States Win (Women In Need) Full time

    About the RoleThe Client Services Professional will play a critical role in our Transitional Housing program, working closely with clients to assess their needs and develop individualized service plans.This is an exciting opportunity for a motivated and compassionate individual to join our team and make a meaningful difference in the lives of our clients.Key...


  • Staten Island, New York, United States Apple Bank for Savings Full time

    At Apple Bank for Savings, our Universal Bankers play a vital role in fostering strong customer relationships. This dynamic position combines elements of customer service and teller operations, providing an exceptional client experience.Essential DutiesDeliver outstanding customer service by engaging clients in a friendly and professional manner, resolving...


  • Staten Island, New York, United States ABM Industries Full time

    Role Overview:We are seeking a diligent Janitorial Services Associate to join our team. As a Janitorial Services Associate, you will be responsible for maintaining the cleanliness and organization of our facilities, ensuring that they meet the highest standards of quality and safety.Key Responsibilities:Clean and maintain buildings and facilitiesGather and...


  • Staten Island, New York, United States Safe Horizon Full time

    Job DescriptionSummary:We are seeking a skilled Client Services Specialist to maintain a safe, secure, healing, and orderly environment in our residential facilities. This role requires a trauma-informed approach, crisis intervention skills, and excellent communication abilities.


  • Staten Island, New York, United States St. Vincent's Hospital Westchester Full time

    Career OpportunitiesWe are seeking an experienced In-Reach Supervisor to join our dynamic team at St. Vincent's Hospital Westchester. As a key member of our Adult Home SH program, you will play a vital role in supporting clients in their transition to community living. Key responsibilities include:Overseeing the daily operations of the Adult Home SH...


  • Staten Island, New York, United States CAMBA Full time

    Job DescriptionThe Case Manager will work collaboratively with clients to develop service plans aligning with their short and long-term goals. This role involves interviewing prospective clients, evaluating eligibility for services, and conducting new client intake. The Case Manager will also connect clients to available resources reducing the likelihood of...


  • Staten Island, New York, United States Hand & Stone Corp Full time

    Hand & Stone Corp is a leader in the membership-based spa services industry, with over 550 locations across the US and Canada. We are seeking a skilled Front Desk Associate to join our team and deliver exceptional customer experiences.The ideal candidate will be passionate about delivering outstanding customer service, motivated by success, and interested in...


  • Staten Island, New York, United States NAPAA Full time

    Job DescriptionThe Personal Lines Producer is responsible for driving revenue growth and profitability for Allstate Insurance by building and maintaining strong relationships with clients, identifying and pursuing new insurance opportunities, and providing exceptional customer service.Main ObjectivesDevelop and execute sales strategies to drive revenue...


  • Staten Island, New York, United States Sunrise Senior Living Full time

    Sunrise Senior Living is seeking a hospitality services associate to join our team. As a resident dining assistant, you will be responsible for providing exceptional dining service to our residents, including serving meals, assisting with training, and maintaining the cleanliness of the dining area.About the Position:Serve meals to residents in a friendly...


  • Staten Island, New York, United States Apple Bank for Savings Full time

    We are seeking highly skilled Universal Bankers to join our team at Apple Bank for Savings. As a key representative of the bank, you will provide exceptional customer service, process financial transactions, and develop long-term relationships with clients.Responsibilities and ExpectationsAct as a single point of contact for clients, delivering prompt and...


  • Staten Island, New York, United States Community Health Action Full time

    Associate Vice President, Prevention ServicesStaten Island, NY (http://maps.google.com/maps?q=26+Bay+Street+Staten+Island+NY+USA+10301) • Prevention & InterventionJob TypeFull-timeDescriptionTitle: Associate Vice President, Prevention ServicesDepartment: Prevention & InterventionReports To: Vice President, ProgramsLocation: 26 Bay Street, Staten Island, NY...


  • Staten Island, New York, United States The Children's Place, Inc. Full time

    Job Summary:The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The role involves modeling and maintaining excellent customer service with effective communication, product knowledge, and appropriate selling techniques.Responsibilities:Be aware of customer activity and respond with a...


  • Staten Island, New York, United States Constructive Partnerships Unlimited Full time

    **Job Summary:**We are seeking a Support Care Coordinator to join our team in Staten Island. As a Support Care Coordinator, you will be responsible for providing support and services to individuals with developmental disabilities who reside in our residential program.You will work closely with our program staff to develop and implement personalized plans...


  • Staten Island, New York, United States VCA Full time

    Licensed Veterinary Technician Are you looking to be a part of a team that supports and encourages each other to grow and be the very best version of themselves? Then THIS is the place for you VCA Staten Island Animal Hospita l has an opportunity available for an experienced Veterinary Technician to join our full service Hospital in Staten Island, NY....


  • Staten Island, New York, United States Gotham Enterprises Ltd Full time

    Licensed Clinical Social Worker (LCSW)Location: Staten Island, New YorkJob Types: Full-timePay: $80,000 - $90,000 per year + benefitsSchedule: Monday - Friday (9 AM – 5 PM)About the position:We encourage you to take the first step and explore our current job openings. We are seeking a Full-Time Licensed Independent Clinical Social Worker (LICSW) to join...


  • Staten Island, New York, United States Harvard Maintenance Full time

    Join Our Team as an Environmental Services AssociateWe are seeking a detail-oriented and customer-focused individual to join our team as an Environmental Services Associate. As a key member of our cleaning services team, you will be responsible for ensuring the cleanliness and safety of our facilities.About Us:Harvard Maintenance is a leading provider of...