Client Services Associate
1 week ago
The Client Services Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires strong analytical thinking and communication skills to effectively manage client relationships and provide high-quality service.
Key Responsibilities- Client Service Delivery: Provide exceptional client service by delivering wealth management services to clients with guidance from the Banker teams.
- Risk Management: Appropriately 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.
- Experience: 2-5 years of relevant experience in financial services or a related field.
- Skills: Strong organizational and time management skills, ability to manage multiple concurrent deadlines, and strong verbal and written communication skills.
- Education: Bachelor's/University degree or equivalent experience.
Citigroup Inc. is a global financial services company that provides a range of financial products and services to individuals, corporations, and governments around the world.
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Client Services Associate
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Arcadia, California, United States Citigroup Inc Full timeAbout the RoleThe Client Services Associate is a key professional role within Citigroup Inc. that integrates in-depth financial knowledge with a solid understanding of industry standards and practices. This position requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a team environment.Key...
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Registered Associate for Client Services
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Arcadia, California, United States Citigroup Inc Full timeThe 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...
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Client Services Associate
3 weeks ago
Arcadia, California, United States Citigroup Inc Full timeThe Registered Client Services Associate plays a crucial role in delivering exceptional service to clients while collaborating closely with the Banker teams. This position requires a blend of specialized knowledge and a comprehensive understanding of industry standards and practices.Key Responsibilities:Provide wealth management services to clients under the...
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