Registered Citigold Private Client Service Associate

Registered Citigold Private Client Service Associate

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi, the leading global financial services company, provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM) provides banking and wealth management services to our Citigold and Citigold Private clients via our Citibank branch-based advisors and centralized service centers.

The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting our high-net-worth clients primarily through inbound and outbound phone calls. They will be tasked with providing best in class service on both Banking and Investment inquiries.

Key Responsibilities :

• Fully accountable for servicing and supporting Citi's high-net-worth Investment and / or Banking clients.
• Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
• Directly responsible for providing timely responses to client service requests, received via telephone or email.
• Provides exceptional support and issue resolution all client issues will be owned end to end by the associate and will be treated with a closed loop process.
• Handles all inquiries / requests related to banking and / or investment operations including placing unsolicited securities trades (Series 7 & 63 required).
• Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
• Ensures that KYC / AML and other compliance norms are strictly adhered to.
• Builds a rapport with clients; utilizes Salesforce regularly for communication of issues / tasks / opportunities.
• Builds a rapport with back-office staff and seek out the highest level of support from those teams.
• Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
• Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
• Accountable for identifying prospective clients interested in becoming new clients.
• Responsible for executing specific client contact campaigns as defined by Sales Management / Segments.
• Responsible for proactively contacting clients to identify needs and deepen relationships.
• Complete all required trainings pertaining to the function in a timely manner.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firms 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 :

Education : Bachelors / University degree or equivalent experience.

In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.