Licensed Client Service Associate

2 days ago


Staten Island, New York, United States Citigroup Inc Full time
Job Summary

The Licensed Client Service Associate is a key role within Citigroup Inc, responsible for delivering high-quality wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent communication and diplomacy skills.

Key Responsibilities
  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Assess risk and make business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
  • Manage multiple concurrent deadlines with strong organizational and time management skills.
  • Analyze data and problem-solve with attention to detail.
  • Develop and maintain strong relationships with clients and banker teams.
Requirements
  • 2-5 years relevant experience.
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills.
  • Ability to problem-solve and analyze data with demonstration of attention to detail.
  • Strong verbal and written communication skills.
  • Client-facing experience and strong background in operations and compliance.
Education

Bachelor's/University degree or equivalent experience.

Work Environment

This role is based in Staten Island, New York, and requires full-time commitment.



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