Wealth & Investment Telesales Specialist

Citigroup Inc.; Jacksonville (FL); On-site; USD 63,000 - 87,000; Full time

Job summary

Citigroup Inc. in Jacksonville, FL seeks an Intermediate Associate Telesales Representative to service and support banking and investment clients. You will respond to inquiries, resolve issues end-to-end, and ensure compliance with KYC/AML and FINRA guidelines.

You will use Salesforce, build client relationships, and refer prospects to Financial Advisors as needed, while contributing to risk management and process improvements.

Qualifications

• Bachelor’s degree or higher is preferred.
• 2–5 years in client service and/or sales within financial services.
• Strong communication and networking abilities; know-how across product lines.

Responsibilities

• Serve Citi’s Investment and Banking clients via inbound/outbound calls.
• Provide timely responses to service requests and resolve issues end-to-end.
• Adhere to KYC/AML and FINRA policies; use Salesforce for tasks.
• Refer clients to Financial Advisors when appropriate and deepen relationships.

Skills

Client service

Sales

Communication

Teamwork

Independent decision-making

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

FINRA Series 7 & 63

Job description

Citigroup Inc. in Jacksonville, FL seeks an Intermediate Associate Telesales Representative to service and support banking and investment clients. You will respond to inquiries, resolve issues end-to-end, and ensure compliance with KYC/AML and FINRA guidelines.

You will use Salesforce, build client relationships, and refer prospects to Financial Advisors as needed, while contributing to risk management and process improvements.