Private Client Services Associate — Elite Banking Support

Citi; San Antonio (TX); On-site; USD 49,010 - 68,390; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

A multinational financial services company in San Antonio is seeking a Client Service Associate to support sales through exceptional client service. Responsibilities include managing client inquiries, ensuring compliance with KYC/AML regulations, and driving process improvements. Ideal candidates should have a Bachelor's degree and some experience in client service within financial services. This position offers competitive compensation and opportunities for career growth.

Qualifications

• 0-2 years of experience in Client Service and/or Sales in financial services.
• Basic understanding of KYC and AML concepts.
• Excellent verbal and written communication skills.

Responsibilities

• Articulate business value proposition to clients.
• Attend to client service requests through telephone or email.
• Manage customer claims and complaints according to policy.

Skills

Client Service

Communication skills

Teamwork

Attention to detail

Education

Bachelor's Degree or equivalent experience

Tools

Salesforce

Microsoft Office (Excel, Outlook, Word)

Job description

A multinational financial services company in San Antonio is seeking a Client Service Associate to support sales through exceptional client service. Responsibilities include managing client inquiries, ensuring compliance with KYC/AML regulations, and driving process improvements. Ideal candidates should have a Bachelor's degree and some experience in client service within financial services. This position offers competitive compensation and opportunities for career growth.