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Client Service Associate with Licensing

2 months ago

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

Position Overview:

The Licensed Client Service Associate represents a developing professional role that combines specialized knowledge with a robust understanding of industry practices. This role necessitates a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will employ analytical thinking and utilize data analysis tools and methodologies effectively.

Key Responsibilities:

  • Provide wealth management services to clients, collaborating closely with Banker teams.
  • Evaluate risks associated with business decisions, ensuring a strong focus on the firm's reputation and the protection of Citigroup, its clients, and assets. This includes driving compliance with relevant laws, rules, and regulations, adhering to company policies, and exercising sound ethical judgment in all business practices.

Qualifications:

  • 2-5 years of relevant experience in client services or a related field.
  • Proven ability to manage multiple deadlines effectively, demonstrating strong organizational and time management skills to meet the needs of banker teams and clients.
  • Demonstrated problem-solving skills and a keen attention to detail in data analysis.
  • Excellent verbal and written communication abilities.
  • Experience in client-facing roles, with a solid background in operations and compliance; prior sales referral experience is advantageous. Knowledge of investment, banking, and credit products is essential.
  • Licenses required: Series 7/63 or 7/66, or willingness to obtain these licenses.

Education:

Bachelor's degree or equivalent experience is required.

Job Family Group: Private Client Coverage

Job Family: Client Services

Compensation:

The salary range for this position is competitive and may include additional benefits such as medical, dental, and vision coverage, as well as retirement plans and wellness programs.

Citi is an equal opportunity employer, committed to diversity and inclusion in the workplace.