Licensed Client Service Associate - Southern California
Company: Citigroup Inc.
Location: Hermosa Beach
Posted on: October 19, 2024
Job Description:
The Licensed Client Service Associate is a developing
professional role which integrates in-depth specialty knowledge
with a solid understanding of industry standards and practices;
demonstrates good understanding of how the team and area integrate
with others in accomplishing the objectives of the subfunction/job
family. Applies analytical thinking and knowledge of data analysis
tools and methodologies. Breaks down information in a systematic
and communicable manner. Developed communication and diplomacy
skills are required in order to exchange potentially
complex/sensitive information. Moderate but direct impact through
close contact with the businesses' core activities. Quality and
timeliness of service provided will affect the effectiveness of own
team and other closely related teams.Responsibilities:
- Deliver wealth management services to clients with guidance
from the Banker teams.
- Appropriately assess risk when business decisions are made,
demonstrating particular 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
- Ability to manage multiple concurrent deadlines with strong
organizational and time management skills per the needs of banker
teams and clients
- Ability to problem solve and analyze data with demonstration of
attention to detail
- Strong verbal and written communication skills
- Client facing experience; strong background and interest in the
fields of operations and compliance; previous sales referral
experience Knowledge of investments, banking, and credit
products
- US: Licenses: Series 7/63 or 7/66 or willing to
acquireEducation:
- Bachelor's/University degree or equivalent experienceJob Family
Group: Private Client CoverageJob Family: Client ServicesTime
Type:Primary Location: Hermosa Beach California United
StatesPrimary Location Salary Range: $74,390.00 - $103,810.00Citi
is an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries ("Citi") invite all qualified interested
applicants to apply for career opportunities. 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 .View the
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Keywords: Citigroup Inc., Burbank , Licensed Client Service Associate - Southern California, Other , Hermosa Beach, California
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