Description:

Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus is on client satisfaction and deepening relationships.

Job Responsibilities

• Efficiently manage inquiries from CWM FAs and Clients for New Account Opening/Asset Transition
• Strong problem solving and decision making skills, combined with an understanding of regulatory requirements are required to perform job functions.
• Interprets procedures/ instructions to resolve problems within established policies and procedures, while adhering to banking and brokerage regulatory requirements
• Works under little to no direct supervision while performing job duties
• As required, may train lower level team members
• Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided
• Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function.

Qualifications:

• Strong Computer Skills (MS Office)
• Excellent verbal and written skills
• Ability to build rapport over the phone
• Ability to be flexible with work schedule to include weekends and evening
• Proven success working in a team environment
• Attention to detail
• Organization skills
• Solid work ethic, professionalism, and positive attitude
• Ability to thrive in a dynamic work environment

Licensing Requirements:

Securities Industry Essentials (SIE) - Series 7/63 or 7/66

Education/Work 

College degree preferred or equivalent work experience

Minimum of 1 year Investment Industry experience

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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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