Client Relationship Associate

2 weeks ago


Miami, United States Citigroup Inc Full time

The Senior Associate Banker is a highly experienced professional role. This position requires extensive disciplinary knowledge, contributing to the formulation of innovative techniques and enhancing processes and workflows within the function. It integrates subject matter expertise and industry knowledge within a specified area. A profound understanding of how various areas work together within the sub-function is essential, as well as the ability to coordinate and contribute to the overall objectives of the function and business. The role involves evaluating moderately complex and variable issues with significant potential impact, where the development of an approach or action requires careful consideration of various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical skills are necessary to filter, prioritize, and validate complex and dynamic material from diverse sources. Excellent communication and diplomacy skills are essential. The individual will assume both informal and formal leadership roles within teams and will be involved in coaching and training new team members. The work and performance of all teams in the area are directly influenced by the individual’s performance.

Key Responsibilities:

  • Deliver comprehensive service support to clients, including resolving intricate client inquiries.
  • Provide daily assistance to Bankers with documentation such as account management and loan processing.
  • Organize client/prospect meetings, including pre-call planning, post-meeting documentation, and maintaining all client interaction records.
  • Support Bankers in profiling, qualifying, and converting prospects into clients.
  • Assist in enhancing existing client relationships through in-depth analysis.
  • Collaborate with Bankers to develop sales and marketing strategies aimed at revenue growth and acquiring new clients, particularly in Investments.
  • Engage in prospecting activities, including conducting research, generating leads, and coordinating client events.
  • Provide timely and accurate revenue tracking and deal pipeline reports to Bankers.
  • Ensure compliance with KYC/AML documentation and maintain updated client records.
  • Assess risks associated with business decisions, demonstrating a commitment to the firm's reputation and compliance with applicable laws and regulations.
Qualifications:
  • 5-8 years of relevant experience.
  • Strong knowledge of investment products is required; familiarity with banking and credit products is desirable.
  • Proven ability to manage both internal and external relationships; adept at multitasking.
Education:
  • Bachelor's degree or equivalent experience.
Job Family Group:
Private Client Coverage

Job Family:
Private Banker Support

Time Type:

Primary Location:
United States

Primary Location Salary Range:
$85,000 - $135,000.00

Citi 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.

Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the EEO is the Law poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting.

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