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Wealth Investment Services Associate

2 months ago

Jacksonville, Florida, United States Citigroup Inc Full time

Position Overview:

The Wealth Investment Services Associate plays a pivotal role in client engagement and sales support, primarily focusing on servicing both internal and external clients through effective communication channels, including phone and email. This role is essential in ensuring compliance with Know-Your-Customer (KYC) and Anti-Money Laundering (AML) regulations while delivering exceptional service to clients in the investment and banking sectors.

Key Responsibilities:

  • Accountable for providing comprehensive support to clients in the investment and banking domains.
  • Effectively communicate the value proposition of various financial products and services to clients.
  • Respond promptly to client inquiries and service requests via telephone or email.
  • Manage client issues with a commitment to resolution, ensuring a seamless experience from start to finish.
  • Address all inquiries related to banking and investment operations, including executing unsolicited securities trades (Series 7 & 63 required).
  • Handle customer complaints in accordance with regulatory standards and company policies.
  • Adhere strictly to KYC/AML compliance requirements.
  • Develop strong relationships with clients and utilize Salesforce for tracking communication and tasks.
  • Collaborate with back-office teams to secure optimal support for client needs.
  • Provide insights to management regarding client challenges and suggest process enhancements.
  • Assist clients with investment product inquiries and refer them to Financial Advisors as necessary.
  • Identify potential clients interested in establishing new accounts.
  • Execute targeted client outreach campaigns as directed by management.
  • Proactively engage with clients to assess their needs and strengthen relationships.
  • Complete all required training in a timely manner.
  • Make informed decisions that prioritize the firm's reputation and compliance with relevant laws and regulations.

Qualifications:

  • 2-5 years of experience in client service or sales within the financial services sector.
  • Prior experience in a related role, providing a solid understanding of industry practices and policies.
  • Knowledge of a variety of financial products and strong networking skills.
  • Excellent verbal and written communication abilities.
  • Positive attitude and strong interpersonal skills.
  • Able to work independently while adhering to established procedures.
  • Capable of managing multiple tasks with precision.
  • Commitment to delivering an outstanding client experience consistently.
  • Open to receiving and acting on feedback for continuous improvement.
  • Familiarity with Microsoft Office Suite (Excel, Outlook, Word) is preferred.
  • Possession of US Registered FINRA Series 7 & 63; Series 66/65 is a plus.

Education:

  • Bachelor's degree required; Master's degree preferred.

Job Family Group: Consumer Sales

Job Family: Telesales