Citigroup Registered Client Service Associate - B11 in Miami, Florida
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.
Deliver wealth management services to INTERNATIONAL PERSONAL BANK clients with guidance from the Financial Advisor teams, Service Manager and Sales Manager.
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.
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 (English and Spanish)
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.
- Bachelor's/University degree in economics, finance, administration, engineering, or equivalent
Job Family Group:
Private Client Coverage
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