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Licensed Client Service Associate
2 months ago
The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The professional applies analytical thinking and knowledge of data analysis tools and methodologies to break down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. This role has a moderate but direct impact through close contact with the businesses' core activities. The quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Key Responsibilities:- Deliver wealth management services to clients with guidance from the Banker teams.
- Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 2-5 years relevant experience in the financial services industry.
- Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients.
- Ability to problem solve and analyze data with demonstration of attention to detail.
- Strong verbal and written communication skills.
- Client-facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products.
- US: Licenses: Series 7/63 or 7/66 or willing to acquire.
- Bachelor's/University degree or equivalent experience.
Citigroup Inc. 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.
