Financial Services Associate

7 days ago


Palo Alto, California, United States Citigroup Inc Full time

Join Citigroup Inc as a Financial Services Associate and contribute to our mission of delivering exceptional client experiences. This part-time role involves working closely with colleagues to ensure seamless interactions with clients and identifying opportunities to promote our financial products and services.

Key Responsibilities:

+ Assist clients with their banking needs, answering questions and resolving issues promptly

+ Collaborate with colleagues to develop and implement strategies to promote Citi's products and services

+ Provide excellent customer service, ensuring a positive impression and building client loyalty

Requirements:

+ Previous customer-facing experience is preferred but not required

+ Strong communication and interpersonal skills

+ Ability to work effectively in a team-oriented environment

Compensation:

The estimated annual salary for this role is $40,800 - $50,560, depending on hours worked and location. Citigroup Inc offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and paid time off packages.



  • Palo Alto, California, United States Thriving Asset Management LLC Full time

    Job DescriptionThriving Asset Management LLC is seeking a highly motivated and organized Financial Services Associate to join our team. As a key member of our portfolio management team, you will be responsible for:Managing client accounts and maintaining accurate recordsDeveloping and implementing effective sales strategiesCollaborating with cross-functional...


  • Palo Alto, California, United States Thriving Asset Management LLC Full time

    Job DescriptionA Financial Services Representative is needed to manage client relationships, process new accounts, and facilitate client communications.


  • Palo Alto, California, United States Addison Group Full time

    Company OverviewWe are a well-established organization in the financial services industry, renowned for our positive and collaborative work environment. Our CEO values teamwork and efficiency, making this an excellent opportunity to work closely with leadership and make a direct impact.

  • Staff Data Scientist

    2 weeks ago


    Palo Alto, California, United States Earnin Full time

    About the RoleThis Staff Data Scientist - Financial Services position involves contributing to the evaluation and adoption of new technologies and tools to enhance our machine learning capabilities. You will provide technical guidance and mentorship to junior team members and set examples of outstanding operational excellence.To be successful in this role,...


  • Palo Alto, California, United States Citibank (Switzerland) AG Full time

    We are seeking an experienced Financial Services Manager to join our team in Palo Alto. In this role, you will be responsible for leading a team of employees and driving sales growth in the region.Key Responsibilities:Develop and implement sales strategies to achieve business objectives.Lead a team of employees and provide guidance on sales techniques and...


  • Palo Alto, California, United States Bank of America Full time

    Job Description:At Bank of America, we aim to enhance financial lives through connections. Our Responsible Growth strategy drives success in client satisfaction, teammate experience, and community involvement.We prioritize a diverse and inclusive work environment, hiring individuals with various backgrounds and experiences. We invest in our teammates'...


  • Palo Alto, California, United States Ingka External Full time

    About the RoleAs a Food Service Associate at IKEA, you will be responsible for providing an exceptional customer experience in our Swedish Food Market. You will inspire customers to cook and enjoy a modern taste of Sweden, while ensuring a clean and safe environment.


  • Palo Alto, California, United States Schulte Full time

    Job Title: Hotel Guest Service AssociateWe are seeking a motivated and detail-oriented Hotel Guest Service Associate to join our team at Collegiate Hotel Group in Palo Alto. As a key member of our front desk team, you will be responsible for providing exceptional guest service, ensuring seamless check-in and check-out processes, and maintaining a clean and...


  • Palo Alto, California, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource LLC seeks a skilled Senior Financial Planning Advisor to join their team. As a key member of the Investor Center, this individual will engage with clients face-to-face, providing personalized guidance and planning while helping extend the firm's brand reach.About the RoleThis is an exceptional opportunity for a seasoned professional who...


  • Palo Alto, California, United States Ascend Full time

    About the RoleAt Ascend, we are committed to delivering exceptional results through our talented team of professionals. As a Financial Operations Director, you will play a critical role in driving our business forward by managing our commercial properties and ensuring their financial success.Key Responsibilities:Operational Leadership: Manage the building...


  • Palo Alto, California, United States Palo Alto Unified School District Full time

    **About the Role**The Custodial Services Associate plays a vital role in maintaining the cleanliness and organization of our schools and facilities. As a member of our facilities team, you will work closely with colleagues to ensure a safe and healthy environment for students, teachers, and staff.**Key Responsibilities:**Maintain the cleanliness and...


  • Palo Alto, California, United States Gryphon Stringed Instruments Inc Full time

    Job OverviewGryphon Stringed Instruments Inc is looking for a skilled guitar sales and service associate to join our team. As a full-time or part-time employee, you will be responsible for selling and demonstrating stringed instruments, amplifiers, and accessories.The ideal candidate will have a strong background in guitar playing and be able to communicate...


  • Palo Alto, California, United States Asian Box - Palo Alto Town and Country Full time

    Company OverviewAt Asian Box - Palo Alto Town and Country, we strive to create an exceptional dining experience for our guests. Our front of house staff are the face of our restaurant, providing friendly and responsive service that leaves a lasting impression.Salary and BenefitsWe offer a competitive salary of $16.00 per hour, plus tips ranging from $3-$5...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    OverviewAt Point Digital Finance, Inc., we're dedicated to making homeownership more valuable and accessible to all. Our mission is to create innovative financial products that improve the lives of our customers.SalaryIn this role, you can expect an estimated annual base salary range of $52,550 - $73,400, depending on your location and experience. This does...


  • Palo Alto, California, United States BitGo Full time

    BitGo OverviewAs a pioneering digital asset infrastructure provider, BitGo empowers institutions to safely and efficiently participate in the cryptocurrency market. Founded in 2013, BitGo has established itself as a trusted partner for institutional clients globally.About the RoleThe Chief Financial Strategist will play a critical part in shaping BitGo's...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    Job DescriptionWe are Point Digital Finance, Inc., a full-stack home equity platform dedicated to making homeownership more valuable and accessible. Our mission is to improve the lives of our customers by creating innovative financial products. We're currently seeking an experienced professional to join our team as a Financial Product Innovator.Our company...


  • Palo Alto, California, United States S.T.E.P. Full time

    Company OverviewStep is a well-funded Series C company focused on disrupting the banking industry through a differentiated mobile-first consumer experience. We've raised over $175M and eclipsed 5.5M customers, making us a leader in the financial services space. Our mission is to improve the financial future of the next generation by empowering teens to start...

  • Sales Associate

    1 month ago


    Palo Alto, California, United States Rotisystems Full time

    Job OverviewRotisystems is seeking a highly skilled and enthusiastic Sales Associate to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving sales growth.


  • Palo Alto, California, United States Near Inc Full time

    About the TeamBitGo is the leading infrastructure provider of digital asset solutions, offering custody, wallets, staking, trading, financing, and settlement out of regulated cold storage. We are dedicated to advancing a digital financial services economy that is borderless and accessible 24/7.This role offers a competitive base salary of $80,000 - $110,000...

  • Store Associate

    1 week ago


    Palo Alto, California, United States Home Depot Full time

    Job Description: We are seeking a skilled and customer-focused individual to join our team as a Store Associate - Sales and Customer Service. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving sales growth through effective product knowledge and sales techniques.**Key Responsibilities:*** Greet...