Registered Client Service Associate
Citi
Job Overview
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Job Description
Registered Client Service Associate
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. This position demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The successful candidate will apply analytical thinking and knowledge of data analysis tools and methodologies, breaking down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. This role has a moderate but direct impact through close contact with the businesses' core activities, and the 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.
- Drive compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices.
- Escalate, manage, and report 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 willing to acquire in 150 days.
Education
- Bachelor's/University degree or equivalent experience.
Key skills/competency
- Wealth Management
- Client Service
- Risk Assessment
- Compliance
- Data Analysis
- Organizational Skills
- Time Management
- Financial Products
- Communication
- Problem Solving
How to Get Hired at Citi
- Research Citi's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Customize your resume to highlight client service, compliance, and wealth management experience, using keywords from the job description.
- Showcase financial acumen: Emphasize your knowledge of investments, banking, credit products, and any sales referral experience.
- Prepare for interviews: Practice discussing client scenarios, problem-solving, and demonstrating strong communication and organizational skills.
- Obtain required licenses: Be ready to discuss your plan for acquiring Series 7/63 or 7/66 licenses within 150 days, if not already held.
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