Wealth Services Telesales Specialist

Citi; O’Fallon (MO); On-site; USD 51,000 - 90,000; Full time

Job summary

Citi in Ofallon, Missouri is seeking an Intermediate Associate Telesales Representative to service Citi's Investment and Banking clients. You will handle inbound/outbound calls, resolve issues end-to-end, and ensure KYC/AML compliance, using Salesforce to track actions.

Responsibilities include advising on product options, referring clients to Financial Advisors when needed, and proactively expanding relationships. Requires FINRA Series 7 & 63, strong communication, and a team-oriented attitude.

Qualifications

• 2–5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
• Understanding of multiple products across business lines with strong networking and relationship building skills.
• Excellent verbal and written communication skills; able to communicate professionally.
• Positive and can-do attitude with excellent people skills and team orientation.
• Capable of working independently within established procedures and making decisions without manager approval.
• Proactive in supporting a diverse array of products and services; comfortable with fast-paced environments.

Responsibilities

• Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
• Articulate business value propositions and match clients with appropriate products and services.
• Provide timely responses to client service requests via phone or email.
• Own end-to-end issue resolution with closed-loop handling.
• Ensure compliance with KYC/AML and FINRA requirements; escalate as needed.

Skills

Client service

Sales

Communication

Teamwork

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office

Excel

Outlook

Word

Job description

Citi in Ofallon, Missouri is seeking an Intermediate Associate Telesales Representative to service Citi's Investment and Banking clients. You will handle inbound/outbound calls, resolve issues end-to-end, and ensure KYC/AML compliance, using Salesforce to track actions.

Responsibilities include advising on product options, referring clients to Financial Advisors when needed, and proactively expanding relationships. Requires FINRA Series 7 & 63, strong communication, and a team-oriented attitude.