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Registered Associate for Client Services
2 months ago
The Client Services Associate is an evolving professional position that combines extensive specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. The associate will utilize analytical skills and knowledge of data analysis tools and methodologies, systematically breaking down information in a clear and communicable manner.
Key Responsibilities:
+ Provide wealth management services to clients, collaborating closely with Banker teams.
+ Assess risks appropriately when making business decisions, with a strong emphasis on maintaining the firm's reputation and protecting Citigroup, its clients, and assets. This includes ensuring compliance with relevant laws, rules, and regulations, adhering to company policies, and applying sound ethical judgment in personal conduct and 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.
+ Competence in problem-solving and data analysis, with a keen attention to detail.
+ Excellent verbal and written communication skills.
+ Experience in client-facing roles; a strong background and interest in operations and compliance; prior experience in sales referrals is advantageous. Knowledge of investment, banking, and credit products is essential.
+ Licenses: Series 7/63 or 7/66, or willingness to obtain these licenses.
Education:
+ Bachelor's degree or equivalent experience.
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Salary Range:
$74,000 - $103,810.00
In addition to salary, Citigroup offers a range of competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available, including vacation, sick leave, and paid holidays.
Citigroup is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. If you require reasonable accommodation to use our search tools or apply for a career opportunity, please review our accessibility options.
Citigroup is committed to diversity and inclusion in the workplace.
