RPS Registered Wealth Investment Services Associate

Citi; Jacksonville (FL); On-site; USD 63,000 - 87,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

The Client Services Associate at Citi in Jacksonville, FL is a developing professional role focused on servicing Citi's Investment and Banking clients via inbound and outbound calls while adhering to KYC/AML procedures. The role involves identifying client needs and connecting them with appropriate digital tools and advice.

Responsibilities include timely responses to service requests, end-to-end issue resolution, and compliance with FINRA and firm policies.

Qualifications

• 2-5 years’ relevant experience in Customer Service with emphasis on investments or investment-related products preferred.
• Bachelor’s/University degree, Master’s degree preferred.
• Understanding of multiple products across business lines and strong relationship skills.
• Must meet ALL USA FINRA Registration requirements within 150 days of starting in the role.

Responsibilities

• Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
• Clearly articulate business value proposition and match clients with the correct products and services.
• Engage with clients to transition to digital solutions when appropriate.
• Provide timely responses to client service requests via phone or email.
• Ensure issues are resolved end-to-end with a closed-loop process.

Skills

Customer Service

Investment products

Microsoft Office

FINRA Registration

Communication

Independent work

Education

Bachelor's degree

Master's degree preferred

Tools

Excel

Outlook

Word

Job description

The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities

• Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
• Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
• Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
• Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available.
• Directly responsible for providing timely responses to client service requests, received via telephone or email.
• Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
• Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
• Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Appropriately assess risk when business decisions are made, demonstrating 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.

Qualifications

• 2-5 years’ relevant experience in Customer Service with emphasis on investments or investment-related products preferred.
• Prior work experience in a related job; that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
• Basic understanding of investment and financial planning strategies preferred.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
• Excellent verbal and written communication skills. Ability to communicate at a professional level.
• Capable of working independently within established procedures and making decisions without manager approval.
• Able to perform multiple functions with a high degree of accuracy.
• Ability to support a diverse array of products and services.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
• Required current US FINRA Registration: SIE, Series 7, 66 (or 63 and 65).
  • Must meet ALL USA FINRA Registration requirements within 150 days of starting in the role

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group

Consumer Sales

Job Family

Telesales

Time Type

Full time

Primary Location

Jacksonville Florida United States

Primary Location Full Time Salary Range

$62,620.00 - $87,380.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.