Client Services Specialist – Investments & Banking (Hybrid)

Citi; New York (NY); Hybride; USD 63 000 - 87 000; Plein temps

Résumé du poste

The Citi Registered Client Service Associate role sits within Citi's Consumer Sales/Telesales teams, focusing on servicing investment and banking clients by phone and email. You’ll guide clients to the right digital tools, coordinate with specialists, and uphold KYC/AML standards while delivering timely, accurate support.

Ideal candidates bring 2–5 years of customer service experience, knowledge of investment products, and strong communication skills.

Qualifications

• Experience in customer service with investments preferred.
• Understanding of investment products and financial planning basics.
• Strong verbal and written communication skills.

Responsabilités

• Serve Citi Investment and Banking clients via phone and email.
• Match client needs with suitable products and digital solutions.
• Ensure compliance with KYC/AML and regulatory requirements.

Connaissances

Customer service

Investment knowledge

Communication skills

Teamwork

Formation

Bachelor’s degree

Outils

Microsoft Office

Description du poste

The Citi Registered Client Service Associate role sits within Citi's Consumer Sales/Telesales teams, focusing on servicing investment and banking clients by phone and email. You’ll guide clients to the right digital tools, coordinate with specialists, and uphold KYC/AML standards while delivering timely, accurate support.

Ideal candidates bring 2–5 years of customer service experience, knowledge of investment products, and strong communication skills.