Licensed Client Service Associate
3 weeks ago
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
- 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
- Bachelor's/University degree or equivalent experience
Private Client Coverage
Job FamilyClient Services
Time TypeFull-time
Primary LocationUniondale, 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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Licensed Client Service Associate
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Uniondale, New York, United States Citigroup Inc Full timeJob Title: Licensed Client Service AssociateThe Client Services Associate is a developing professional role that requires a strong understanding of policy and industry practices. This role involves monitoring and assessing processes and data, integrating established disciplinary knowledge with basic understanding of related industry practices. The ideal...
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Licensed Client Service Associate
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Uniondale, New York, United States Citigroup Inc Full timeThe Client Services Associate role at Citigroup Inc. is a developing professional position that involves monitoring and assessing processes and data. This role requires a strong understanding of industry practices and standards, as well as the ability to exchange information in a concise and logical way. The ideal candidate will have a good understanding of...
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Licensed Client Service Associate
4 days ago
Uniondale, New York, United States Citigroup Full timeThe Client Services Associate is a developing professional role at Citigroup. This position identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team...
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Licensed Client Service Associate
4 days ago
Uniondale, New York, United States Citigroup Inc Full timeThe Client Services Associate role at Citigroup Inc. is a developing professional position that involves identifying policies and applying specialty knowledge in monitoring and assessing processes and data. This role integrates established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. It also...
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Uniondale, New York, United States Citigroup Inc Full timeJob SummaryThe 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 industry practices.Key ResponsibilitiesMonitor money...
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Client Services Associate
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Uniondale, New York, United States Citigroup Inc Full timeJob SummaryThe Client Services Associate is a developing professional role at Citigroup Inc. This position requires a strong understanding of industry practices and standards, as well as excellent communication and organizational skills.Key ResponsibilitiesMonitor money managers' performance and update monthly reportsProvide high-level support to Securities...
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