The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
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
Liase 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.
Ability to multi-task with strong organizational and time management skills per the needs of IPB U.S. Relationship Manager team and clients
Ability to problem solve problems, input information in systems, and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Qualifications:
0-2 years relevant experience, preferably in the Financial Industry
Strong organizational skills, multi-tasking and time management skills, Strong Communication Skills, Proficient in Microsoft Office Suite
Education:
Bachelor’s/University degree in economics, finance, administration, engineering, or equivalent
it is highly recommended for the candidates to get Series 7 and Series 66 during the next 12 month after starting this position.
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 Accessibility at Citi.
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To apply for this job please visit online.citi.com.
