Wealth Investment Services Associate: Client Solutions

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 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.