Client Services Associate

1 week ago


Arcadia, California, United States Citigroup Inc Full time
About the Role

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.
Requirements
  • 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.
About Citigroup Inc.

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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