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Client Services Associate
2 months ago
The Registered Client Service Associate is a key role that combines in-depth knowledge of financial services with a strong understanding of industry standards and practices. This position requires excellent analytical skills, effective communication, and diplomacy to exchange complex information with clients and stakeholders.
Key Responsibilities- Deliver high-quality wealth management services to clients, working closely with Banker teams to ensure seamless execution.
- Assess risk and make informed business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets.
- Manage multiple deadlines, demonstrate strong organizational skills, and maintain attention to detail in problem-solving and data analysis.
- Develop and maintain strong relationships with clients, leveraging expertise in operations and compliance to drive business growth.
- 2-5 years of relevant experience in financial services or a related field.
- Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
- Knowledge of investments, banking, and credit products, with a strong understanding of regulatory requirements.
- Ability to obtain Series 7/63 or 7/66 licenses or demonstrate equivalent knowledge and experience.
Citigroup Inc. is an equal opportunity and affirmative action employer. We offer a competitive salary range of $78,000 to $109,280.00, as well as a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs.
