Licensed Client Service Associate
2 months ago
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Key Responsibilities:- Deliver financial services to clients with guidance from the Banker teams.
- Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 2-5 years relevant experience in financial services.
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
- Ability to problem solve and analyze data with demonstration of attention to detail.
- Strong verbal and written communication skills.
- Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products.
- US: Licenses: Series 7/63 or 7/66 or willing to acquire.
- Bachelor's/University degree or equivalent experience.
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Licensed Client Service Associate
2 weeks ago
Staten Island, New York, United States Citigroup Inc Full timeJob SummaryThe 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 ResponsibilitiesDeliver wealth management services to...
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Licensed Client Service Associate
2 weeks ago
Staten Island, New York, United States Citigroup Inc Full timeThe Licensed Client Service Associate is a key role that combines in-depth knowledge of financial services with strong communication skills. This position requires a solid understanding of industry standards and practices, as well as the ability to analyze data and provide high-quality service to clients.Responsibilities include delivering wealth management...
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Licensed Client Service Associate
2 weeks ago
Staten Island, New York, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc, responsible for delivering wealth management services to clients with guidance from the Banker teams. This position requires a strong understanding of industry standards and practices, as well as excellent communication and diplomacy skills.Key ResponsibilitiesDeliver wealth...
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Licensed Client Service Associate
1 month ago
Staten Island, New York, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of technical knowledge and interpersonal skills. As a developing professional, you will be responsible for delivering high-quality wealth management services to clients while working closely with Banker teams.Key ResponsibilitiesProvide...
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