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Registered Client Service Associate - B11

Company: Citi
Location: Hialeah
Posted on: May 3, 2021

Job Description:

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 sub function/ 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 INTERNATIONAL PERSONAL BANK clients with guidance from the Financial Advisor teams. Provide high level of support to Securities Specialists including but not limited to, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries Liaise with IPB U.S. colleagues including Relationship Managers, Registered Client Service Associates, Client Service Associates, Investment Counselors Product Specialists, Operations & Control. 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 multi-task with strong organizational and time management skills per the needs of Financial Advisor 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 FINRA Licenses: SIE, Series 7. Series 63 and 65, or Series 66 to acquire in 90 days. Education: Bachelor's/University degree in economics, finance, administration, engineering, or equivalent Job Family Group: Private Client Coverage Job Family: Client Services Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting

Keywords: Citi, Hialeah , Registered Client Service Associate - B11, Other , Hialeah, Florida

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