Wealth Service Associate

Overview

The Wealth Associate is a Client Service and Sales support position 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. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

• Clearly articulate business value proposition (products and services).
• Effectively and timely attend to client service requests received via telephone or email.
• Provide 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.
• Ensure customer claims and complaints are handled in accordance with FINRA and firm policy.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Build rapport with clients; utilize Salesforce regularly for communication of issues/tasks/opportunities.
• Build rapport with back-office staff and seek the highest level of support from those teams.
• Provide timely feedback to senior management to identify client pain points and barriers to exceptional service; offer suggestions on process improvement.
• React to client needs for investment products by referring such clients to licensed investment representatives.
• Complete client contact campaigns as defined by Sales Management.
• Support ad-hoc initiatives/projects as required by Sales Management.
• Complete all required trainings pertaining to the function in a timely manner.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

• 2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
• Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
• Excellent verbal and written communication skills. Ability to communicate at a professional level.
• Positive and can-do attitude.
• Excellent people skills and ability to work in a team environment.
• Capable of working independently within established procedures and make decisions without manager approval.
• Able to perform multiple functions with a high degree of accuracy.
• Strong desire to create a top-notch client experience with every client every day. Open to receiving feedback on a frequent basis; continuous feedback will be crucial to the success of the team.
• Ability to support a diverse array of products and services.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.

• Bachelor's Degree/University degree or equivalent experience

• Time Type:
  Full time
• Primary
  
  Location:
  
  TWO COURT SQUARE LONG ISLAND CITY
• Primary Location Full Time Salary Range: $50,600.00 - $70,600.00

In addition to salary, Citi’s offerings may also include 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  Available offerings may vary by jurisdiction, job level, and date of hire.

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 w Citi’s EEO Policy Statement and the Know Your Rights poster.