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                        Licensed Client Service Associate 1

                        Citi
                        Roslyn, NY 11576
                        Full-time, Part-time
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                        Job Description

                        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:

                        §US: Licenses: Series 7/63 or 7/66 or willing to acquire; Registration: successfully registered in the appropriate identified core state(s)

                        Language requirements:

                        Fluent: English - Mandarin/Cantonese

                        Education/Work 

                        College degree preferred or equivalent work experience

                        Minimum of 1 year Investment Industry experience

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                        Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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                        Time Type :Full time

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

                        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 CLICK HERE.

                        To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
                        To view the EEO Policy Statement CLICK HERE.
                        To view the Pay Transparency Posting CLICK HERE.

                        Posting ID: 562981705Posted: 2020-07-14