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.

Responsibilities :

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately 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.

Qualifications :

• 2-5 years relevant experience
• 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

Education :

Job Family Group :

Private Client Coverage

Job Family : Client Services

Client Services

Time Type : Primary Location :

Primary Location :

Uniondale New York United States

Primary Location Full Time Salary Range :

$61,280.00 - $109,280.00

Anticipated Posting Close Date :

May 02, 2024

Last updated : 2024-04-28