Client Services Associate

Citigroup Inc; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Citigroup Inc. is seeking a Telesales Specialist to provide client service and sales support for banking and investment clients. The role focuses on inbound/outbound calls, resolving inquiries, and maintaining KYC/AML compliance while delivering best-in-class service.

Responsibilities include articulating value propositions, handling requests, and using Salesforce for tracking. The position emphasizes risk management, teamwork, and ongoing training to support Citi’s compliance and customer

Qualifications

• Bachelor's degree or equivalent experience.
• 0-2 years in client service and/or sales in financial services.
• Strong knowledge of KYC/AML concepts preferred.
• Excellent verbal and written communication; professional demeanor.

Responsibilities

• Articulate the business value proposition of Citi's products and services.
• Attend to client service requests via telephone or email in a timely manner.
• Ensure KYC/AML and FINRA policy compliance; mitigate risk.
• Utilize Salesforce regularly to communicate issues and opportunities.
• Support ad-hoc initiatives and complete required trainings promptly.
• Assess risk in business decisions and maintain Citi's reputation and assets.

Skills

Verbal communication

Written communication

People skills

Salesforce

Microsoft Office

Education

Bachelor's Degree

Tools

Salesforce

Job description

Telesales Specialist

The Telesales Specialist role is a client service and sales support position responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Responsibilities:Clearly articulate business value proposition (products and services).Effectively and timely attend to client service requests received via telephone or email.Provides exceptional support and issue resolution all client issues will be owned end to end by the associate and will be treated with a closed loop process.Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.Ensures that KYC/AML and other compliance norms are strictly adhered to.Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.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; offers suggestions on process improvement.React to client needs for investment products by referring such clients to licensed investment representatives.Complete client contact campaigns as defined by Sales ManagementSupport ad-hoc initiatives/projects as required by Sales ManagementComplete all required trainings pertaining to the function in a timely manner.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.

Qualifications:0-2 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.Excellent verbal and written communication skills. Ability to communicate at a professional level.Positive and can-do attitude.Excellent people skills and ability to work in a team environment.Capable of working independently within established procedures and make decisions without manager approval.Able to perform multiple functions with a high degree of accuracy.Strong desire to create a top-notch client experience with every client every day.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.Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.

Education:Bachelor's Degree/University degree or equivalent experience