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Client Relationship Specialist
2 months ago
The Client Services Associate is an evolving professional position. This role recognizes policies and applies specialized knowledge in overseeing and evaluating processes and data. It integrates established disciplinary knowledge within its own specialty area while maintaining a fundamental understanding of related industry practices. A solid grasp of how the team collaborates with others to achieve the objectives of the area is essential. The role develops a working knowledge of industry standards and practices. Effective communication is crucial, as the individual must convey information clearly and logically while being mindful of audience diversity. The impact of this position is primarily limited to the immediate team, with a direct but limited influence on the business through the quality of services provided.
Key Responsibilities:
- Demonstrate high proficiency in Capital Markets, Bloomberg, Reuters, and Microsoft Office while monitoring the performance of money managers and providing monthly updates.
- Deliver comprehensive support to Securities Specialists, including but not limited to client market updates, new account setups and modifications, documentation approvals, wire transfers, journals, stock transfers, account maintenance, capital call notifications, fixed income maturities, settled free cash, reorganization notifications, performance reporting, and Executive Financial Services requests.
- Establish and nurture relationships with the client base, becoming familiar with target clients for various investment products and services.
- Handle a high volume of calls, screening and prioritizing inquiries, and proactively addressing client needs.
- Depending on the business model, coordinate with the Private Banking Universe, which may include Private Bankers, Relationship Officers, Investment Counselors, Securities Specialists, and/or Wealth Team members such as Advisors and Relationship Managers.
- Assess risks appropriately when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior and business practices, and managing control issues with transparency.
- 0-2 years of relevant experience.
- Strong organizational skills with the ability to manage multiple concurrent deadlines effectively.
- Excellent communication skills.
- Proficient in Microsoft Office Suite.
- Bachelor's/University degree or equivalent experience.
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Compensation:
Competitive salary and benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
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.
