Client Relationship Specialist
2 weeks ago
The Client Services Associate is an emerging professional role within the organization. This position is responsible for recognizing policies and utilizing specialized knowledge to monitor and evaluate processes and data. It integrates established knowledge within its specialty area while maintaining a basic understanding of related industry practices. A solid grasp of team interactions is essential for achieving departmental objectives.
Key Responsibilities:
- Demonstrate high proficiency in Capital Markets, Bloomberg, Reuters, and Microsoft Office.
- Monitor the performance of money managers and provide monthly updates.
- Offer comprehensive support to Securities Specialists, which includes client market updates, account management, documentation approval, and transaction processing.
- Cultivate and maintain relationships with the client base, becoming familiar with target clients for various investment products.
- Manage a high volume of incoming calls, prioritizing inquiries and taking initiative to address client needs.
- Depending on the business model, collaborate with various teams including Private Banking, Investment Counselors, and Wealth Management.
- Assess risks in business decisions, ensuring compliance with applicable laws and regulations, and uphold the firm's reputation through ethical judgment and transparency in reporting control issues.
Qualifications:
- 0-2 years of relevant experience.
- Strong organizational and time management skills, with the ability to handle multiple deadlines.
- Excellent communication skills.
- Proficient in Microsoft Office Suite.
- Education: Bachelor's degree or equivalent experience.
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Compensation and Benefits:
Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available, including vacation, sick leave, and paid holidays.
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Client Relationship Specialist
2 weeks ago
Miami, United States Citigroup Inc Full timeThe 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...
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Client Relationship Specialist
2 weeks ago
Miami, United States Citigroup Inc Full timeThe 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 expertise within its own specialty area while maintaining a fundamental understanding of related industry practices. A solid comprehension...
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