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Senior Client Service Professional
1 month ago
The Senior Client Service Professional is a key role within our organization, responsible for delivering exceptional 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 when business decisions are made, 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 with attention to detail and demonstrate strong problem-solving skills.
- 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.
- Bachelor's/University degree or equivalent experience.
- US: Licenses: Series 7/63 or 7/66 or willing to acquire.
Citigroup Inc. is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.
