Capital Markets Client Services Specialist

Citigroup; New York (NY); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citigroup in New York is seeking a Client Services Associate to support Securities Specialists, monitor market activity, and manage account maintenance tasks with accuracy.

You will build relationships with clients, handle high call volumes, coordinate with Private Banking and Wealth teams, and ensure compliance with applicable laws and Citigroup policies.

This entry-level role requires 0–2 years experience, strong organizational and communication skills, and proficiency with Microsoft Office.

Qualifications

• 0–2 years of relevant experience.
• Strong organizational skills and multi-tasking.
• Excellent communication skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Monitor money managers' performance and update monthly.
• Provide high level of support to Securities Specialists including but not limited to, client market updates, 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
• Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
• Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
• Coordinate with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
• 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.

Skills

Organizational skills

Communication skills

Microsoft Office

Education

Bachelor's degree

Job description

Citigroup in New York is seeking a Client Services Associate to support Securities Specialists, monitor market activity, and manage account maintenance tasks with accuracy.

You will build relationships with clients, handle high call volumes, coordinate with Private Banking and Wealth teams, and ensure compliance with applicable laws and Citigroup policies.

This entry-level role requires 0–2 years experience, strong organizational and communication skills, and proficiency with Microsoft Office.