Client Service Associate

7 days ago


Uniondale, New York, United States Citigroup Inc Full time
About the Role

The Client Services Associate is a key position within Citigroup Inc., responsible for providing high-level support to Securities Specialists. This role requires a strong understanding of Capital Markets, Bloomberg, Reuters, and Microsoft Office, as well as excellent communication and organizational skills.

Key Responsibilities
  • Monitor money managers' performance and update monthly reports
  • Provide high-level support to Securities Specialists, including client market updates, new account opening, and modification
  • Build and maintain relationships with clients, identifying target clients for various investment products and offerings
  • Liaise with Private Banking Universe, including Private Bankers, RO's, Investment Counselors, and Securities Specialists
  • Assess risk and ensure compliance with applicable laws, rules, and regulations
Requirements
  • 0-2 years of relevant experience
  • Strong organizational skills and ability to manage multiple concurrent deadlines
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office Suite
About Citigroup Inc.

Citigroup Inc. is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.



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