HNW Investment Accounts AVP — Client Services

Citi; Jacksonville (FL); Vor Ort; USD 97.000 - 145.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision

401(k)

Paid time off

Zusammenfassung

Citi Personal Wealth Management in Jacksonville, FL is hiring an Investment Account Support Specialist SAFE Act to handle end-to-end brokerage servicing and trading requests for high-net-worth clients in a contact center setting.

The role requires 5–8 years in the investment industry, FINRA registrations, and a bachelor’s degree. You will work with self-directed clients, place trades, ensure KYC/AML compliance, and collaborate across Citi teams. Base salary range listed with benefits described.

Qualifikationen

• 5-8 years of experience in the investment industry, preferred 3 years in the field.
• Ability to work independently and in a team setting.
• Experience in proactive sales and service in financial services.
• Demonstrated ownership and accountability.
• Strong understanding of investment account products and services.

Aufgaben

• Serve as the primary contact for HNW and affluent clients with self-directed investments.
• Identify, deepen relationships to gain wallet share.
• Provide quarterly high-touch engagement with clients remotely.
• Refer opportunities to partners (Lending, Wealth Solutions, RM, etc.).
• Educate clients on Citi products and solutions.
• Assist self-directed clients with placing trades (stocks, funds, ETFs, etc.).
• Handle account maintenance requests with KYC/AML compliance.
• Resolve complaints per FINRA policy and promote client satisfaction.
• Coordinate with departments to resolve issues and meet client needs.
• Guide clients on asset movement, ACATS, forms, and rollovers.
• Utilize Salesforce, DocuSign, LexisNexis.
• Assess risk and ensure compliance with laws and Citi policies.

Kenntnisse

Investment industry experience

FINRA registrations

Mortgage loan origination registration

Self-starter

Client-focused sales & service

Ausbildung

Bachelor's degree or equivalent

Tools

Salesforce

DocuSign

LexisNexis

Jobbeschreibung

Citi Personal Wealth Management in Jacksonville, FL is hiring an Investment Account Support Specialist SAFE Act to handle end-to-end brokerage servicing and trading requests for high-net-worth clients in a contact center setting.

The role requires 5–8 years in the investment industry, FINRA registrations, and a bachelor’s degree. You will work with self-directed clients, place trades, ensure KYC/AML compliance, and collaborate across Citi teams. Base salary range listed with benefits described.