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Licensed Client Service Associate 1

Company: Citi
Location: Armonk
Posted on: February 25, 2021

Job Description:

The Licensed Client Service Assoc 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 CITI PRIVATE BANK 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 multi-task 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 willing to acquire-Education:
      • Bachelor's/University degree or equivalent experience-------------------------------------------------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 .View the "" poster. View the .View the .View the

Keywords: Citi, Stamford , Licensed Client Service Associate 1, Other , Armonk, Connecticut

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