Licensed Client Services Associate – Wealth Management

Citigroup; New York (NY); Presencial; USD 78 000 - 109 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Resumo da oferta

Citigroup in New York is seeking a Licensed Client Service Associate, a developing professional role integrating deep specialty knowledge with industry standards. You will deliver wealth management services to clients with guidance from Banker teams and participate in risk assessment to safeguard the firm and clients.

The role requires 2-5 years of relevant experience, bilingual Spanish and English, Series 7/63 or 7/66 licenses, and a Bachelor's degree.

Qualificações

• 2-5 years relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills.
• Ability to problem solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; background in operations and compliance; knowledge of investments, banking, and credit products.
• US: Licenses: Series 7/63 or 7/66 required.
• Bilingual in Spanish and English.

Responsabilidades

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, safeguarding Citi, its clients and assets by adhering to laws and regulations and escalating issues with transparency.

Conhecimentos

Multitasking

Communication skills

Problem solving

Bilingual Spanish/English

Client facing experience

Operations/compliance knowledge

Investments and banking products

Formação académica

Bachelor's degree or equivalent experience

Descrição da oferta de emprego

Citigroup in New York is seeking a Licensed Client Service Associate, a developing professional role integrating deep specialty knowledge with industry standards. You will deliver wealth management services to clients with guidance from Banker teams and participate in risk assessment to safeguard the firm and clients.

The role requires 2-5 years of relevant experience, bilingual Spanish and English, Series 7/63 or 7/66 licenses, and a Bachelor's degree.