Licensed Client Service Associate

3 weeks ago


Uniondale, New York, United States Citigroup Inc Full time
Job Summary

The Client Services Associate is a key role within Citigroup Inc., responsible for providing high-level support to Securities Specialists and clients. This position requires strong organizational skills, excellent communication abilities, and a keen understanding of financial markets and products.

Key Responsibilities
  • Monitor money managers' performance and update monthly reports
  • Provide exceptional support to Securities Specialists, including client market updates, new account openings, and documentation approval
  • Build and maintain relationships with clients, staying informed about target clients for various investment products
  • Manage high call volumes, screen and prioritize phone calls, and take initiative with client inquiries
  • Liaise with Private Banking Universe, including Private Bankers, RO's, Investment Counselors, and Wealth Team members
  • Assess risk and make business decisions, ensuring compliance with applicable laws, rules, and regulations
Requirements
  • 0-2 years of relevant experience
  • Strong organizational skills, ability to manage multiple concurrent deadlines, and time management skills
  • Excellent communication skills
  • Proficient in Microsoft Office Suite
Education
  • Bachelor's/University degree or equivalent experience
Job Family Group

Private Client Coverage

Job Family

Client Services

Time Type

Full-time

Primary Location

Uniondale, New York, United States

Primary Location Full-time Salary Range

$61,280.00 - $109,280.00

Citi offers competitive employee benefits, including medical, dental, and 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.

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.



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