Licensed Investment Service Associate - Hybrid - Full-time / Part-time

The Licensed Investment 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 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:

• Provides exceptional support and issue resolution to Citigold Clients – all client issues will be owned end to end by the Associate and will be treated with a closed loop process.
• Handles all inquiries/requests related to banking and investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
• Builds and maintains relationships with clients, Wealth Teams, and support teams in support of new business, retention and client satisfaction goals. Partner with these teams to resolve client issues.
• Responsible for keeping detailed records of open client issues and monitoring them accordingly
• Builds a rapport with the Citigold Relationship Managers and Financial Advisors; utilize Salesforce regularly for communication of issues/tasks/opportunities requiring the RM's attention
• Builds a rapport with back office staff and seek out highest level of support from those teams
• Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; come up with suggestions on process Improvement

Qualifications:

• Strong desire to create a top notch client experience with every client every day; associates must possess a combination of excellent knowledge and superior soft skills
• Open to receiving feedback on a frequent basis- continuous feedback will be crucial to the success of the team
• Ability to support a diverse array of products and services
• Ability to utilize a large number of Bank systems at the highest level of entitlement
• Capable of working independently within established procedures and make decisions without manager approval; must also be a strong team player
• Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
• Excellent interpersonal skills.
• Experience and knowledge across multiple functions preferred but not required (Banking, Cards, Mortgage).
• Exceptional ability to find creative solutions for issue resolution
• Prior Citiphone and Citigold training preferred
• US: Licenses: Series 7/63 or 7/66 or willing to acquire within 150 days

Education:

• High School Diploma or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

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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.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.