Client Services Associate — Capital Markets & Banking Support

Citigroup Inc.; San Francisco (CA); Vor Ort; USD 61.000 - 86.000; Vollzeit

Zusammenfassung

Citigroup Inc. in San Francisco, CA is seeking a Client Services Associate to support securities professionals, manage client accounts, and handle routine processing tasks. You will monitor markets, assist with new accounts and documentation, and maintain strong client relationships.

The role requires 0–2 years experience, proficiency with Microsoft Office, and excellent organizational and communication skills. It is a full-time position with salary commensurate with experience.

Qualifikationen

• 0-2 years relevant experience
• Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
• Strong Communication Skills
• Proficient in Microsoft Office Suite

Aufgaben

• Monitor money managers performance and update monthly
• Provide high level of support to Securities Specialists including 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
• Depending on business model, liaise 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.

Kenntnisse

Organizational skills

Communication skills

Ausbildung

Bachelor's degree

Tools

Microsoft Office Suite

Jobbeschreibung

Citigroup Inc. in San Francisco, CA is seeking a Client Services Associate to support securities professionals, manage client accounts, and handle routine processing tasks. You will monitor markets, assist with new accounts and documentation, and maintain strong client relationships.

The role requires 0–2 years experience, proficiency with Microsoft Office, and excellent organizational and communication skills. It is a full-time position with salary commensurate with experience.