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Client Services Associate
2 months ago
The Registered Client Services Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family.
Utilizing analytical skills and familiarity with data analysis tools and methodologies, the associate systematically breaks down information into clear and communicable formats. Strong communication and diplomacy skills are essential for exchanging potentially complex or sensitive information. The role has a moderate yet direct impact through close interaction with the core activities of the business. The quality and timeliness of the services provided will influence the effectiveness of both the individual team and closely related teams.
Key Responsibilities:
Provide wealth management services to clients with support from the Banker teams.
Carefully evaluate risks when making business decisions, ensuring consideration for the firm's reputation and the protection of Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment in personal behavior and business practices, and managing and reporting control issues transparently.
Qualifications:
2-5 years of relevant experience
Proficient in managing multiple concurrent deadlines with strong organizational and time management skills tailored to the needs of banker teams and clients
Demonstrated ability to problem-solve and analyze data with meticulous attention to detail
Excellent verbal and written communication skills
Experience in client-facing roles; strong background and interest in operations and compliance; previous experience in sales referrals; Knowledge of investment, banking, and credit products
Licenses:
Series 7/63 or 7/66 or willingness to obtain
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Compensation:
Competitive salary range
Employee Benefits:
Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available, including vacation, sick leave, and paid holidays.
For further information regarding Citi employee benefits, please refer to the company's resources. Available offerings may vary by jurisdiction, job level, and date of hire.
Equal Opportunity Employer:
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
