Financial Services Professional
7 days ago
About the Job
We are seeking a Financial Services Professional to join our team in Miami. As a key member of our Client Services group, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.
Responsibilities
- Monitor money managers performance and update monthly reports using Capital Markets, Bloomberg, Reuters, and Microsoft Office tools.
- Provide high-level support to Securities Specialists, including client market updates, new account openings, documentation approvals, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, and Executive Financial Services requests.
- Built and maintain relationships with clients, familiarize yourself with target clients for various investment products and offerings.
- Manage high call volumes, screen and prioritize phone calls, take initiative with client inquiries.
- Liaise with Private Banking Universe, including Private Bankers, RO's, Investment Counselors, Securities Specialists, and/or Wealth Team members, depending on the business model.
- Assess risk when making business decisions, demonstrating 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.
Requirements
- 0-2 years relevant experience.
- Bilingual Spanish or Portuguese.
- Strong organizational skills, ability to manage multiple concurrent deadlines, and time management skills.
- Strong Communication Skills.
- Proficient in Microsoft Office Suite.
What We Offer
In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Salary Range: $50,600 - $70,600 per year.
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