Wealth Service Associate

2 weeks ago

Jacksonville, Florida, United States Citigroup Inc Full time
Job Summary

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Key Responsibilities
  • Provide exceptional support and issue resolution to clients, owning end-to-end client issues and treating them with a closed loop process.
  • Handle all inquiries/requests related to banking and/or investment operations, including placing unsolicited securities trades (Series 7 & 63 required).
  • Ensure customer claims and complaints are handled in accordance with FINRA and firm policy.
  • Build a rapport with clients, utilizing Salesforce regularly for communication of issues/tasks/opportunities.
  • Build a rapport with back-office staff and seek out highest level of support from those teams.
  • Provide timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
  • Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
  • Accountable for identifying prospective clients interested in becoming new clients.
  • Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
  • Responsible for proactively contacting clients to identify needs and deepen relationships.
  • Complete all required trainings pertaining to the function in a timely manner.
Qualifications
  • 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • 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.
  • US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred.
Education
  • Bachelor's/University degree, Master's degree preferred.
Job Details
  • Job Family Group: Consumer Sales
  • Job Family: Telesales
  • Time Type: Full time
  • Primary Location: Jacksonville Florida United States
  • Primary Location Full Time Salary Range: $49,010.00 - $87,380.00

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. 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.

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