Client Service Associate

Contacts:

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

  • Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
  • Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
  • Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
  • 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:

  • 0-2 years relevant experience
  • Strong organizational skills, multi-tasking and time management skills, Strong Communication Skills, Proficient in Microsoft Office Suite

Education:

  • Bachelor’s/University degree or equivalent experience

Job Family Group:Private Client Coverage

Job Family:Client Services

Time Type:Full time

-Citi 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.

———————————–

If you not find any contact details in this Job Description, Please attach your CV here and send directly.

    ………………

    >>>>> For More Jobs – Click Here <<<<<

    >>>>> Blog for Job Seekers – Click Here <<<<<

    >>>>> Post  Job Vacancy Free – Click Here <<<<<

    >>>>> Play Funny Quiz Online – Click Here <<<<<

    >>>>> Play Games Online Free – Click Here <<<<<

    >>>>> Chat and meet New Friends – Click Here <<<<<

    >>>>> Read Today News Live – Click Here <<<<<

    >>>>> Read Today Horoscope – Click Here <<<<<

    >>>>> Download our Apps – Click Here <<<<<

    >>>>> www.apdin.com <<<<<

    Latest Jobs in USA, Canada, UK, Europe, Australia, New Zealand, Singapore, Dubai, Qatar, Saudi Arabia,  Kuwait, Bahrain and Oman.

    Posted in: Australia Jobs, Bahrain Jobs, Canada Jobs, Europe Jobs, JOBS, Kuwait Jobs, New Zealand Jobs, Oman Jobs, Qatar Jobs, Saudi Jobs, Singapore Jobs, UAE Jobs, UK-jobs, USA Jobs Posted by: Apdin Jobs On:

    Leave a Reply

    Your email address will not be published.