Jobs · Customer Service · Maryland

Registered Client Service Associate

Citi · Bethesda, MD · 2 wk ago
HybridCustomer Service$74k–$104k/yrFull-time

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.
  • 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.
  • Bachelor's/University degree or equivalent experience.

Benefits

  • Medical, dental & vision coverage.
  • 401(k).
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Pay

$74,390.00 - $103,810.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Schedule

Full time.

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