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Client Services Associate

2 months ago


San Francisco, California, United States Citigroup Inc Full time
Job Summary

The Client Services Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.

Key Responsibilities
  • Deliver wealth management services to clients, working closely with Banker teams to ensure seamless execution.
  • Assess risk and make business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets.
  • Drive compliance with applicable laws, rules, and regulations, adhering to Policy and demonstrating sound ethical judgment.
  • Manage multiple concurrent deadlines, utilizing strong organizational and time management skills to meet the needs of banker teams and clients.
  • Analyze data, demonstrating attention to detail and problem-solving skills to drive business results.
  • Develop and maintain strong relationships with clients, leveraging excellent verbal and written communication skills to provide exceptional service.
Requirements
  • 2-5 years of relevant experience in wealth management, banking, or a related field.
  • Ability to manage multiple priorities, working effectively in a fast-paced environment.
  • Strong analytical and problem-solving skills, with a focus on data analysis and interpretation.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and stakeholders.
  • Knowledge of investments, banking, and credit products, with a strong understanding of industry trends and developments.
What We Offer

Citigroup Inc. offers a competitive salary range of $78,000 to $109,280, as well as a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.