Licensed Client Service Associate

About the role

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 must be obtained within 150 days of starting in the role.
• Education: Bachelor's/University degree or equivalent experience

Job Family Group: Private Client Coverage; Job Family: Client Services; Primary Location: City Of Industry, California, United States.

Benefits

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Discretionary and formulaic incentive and retention awards (for eligible employees)
• Paid time off: planned time off (vacation), unplanned time off (sick leave), paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com.

Pay

Primary Location Full Time Salary Range: $74,390.00 - $103,810.00

Schedule

Time Type: Full time