Citigroup

Licensed Client Service Associate

Citigroup

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

We are looking for a passionate Licensed Client Service Associate to join our team at Citigroup. The ideal candidate will bring a customer-oriented attitude, strong interpersonal skills, and a willingness to go above and beyond to ensure our clients have a positive experience. Along with exceptional customer service, the Licensed Client Service Associate will be responsible for providing accurate and timely information regarding our products and services, ensuring regulatory compliance, and assisting with client inquiries. To be successful in this role, you must have a valid license, a strong background in customer service, and a commitment to providing an excellent customer experience. If you are an enthusiastic customer service professional looking to take the next step in your career, we want to hear from you!

Responsibilities:

  1. Provide exceptional customer service to all clients.
  2. Respond to client inquiries in a timely and accurate manner.
  3. Ensure compliance with all relevant regulations.
  4. Gain a thorough understanding of Citigroup products and services.
  5. Develop strong interpersonal relationships with clients.
  6. Maintain a professional and friendly demeanor at all times.
  7. Assist with client onboarding and account setup.
  8. Resolve customer complaints in an efficient and courteous manner.
  9. Process client transactions and requests accurately.
  10. Monitor client accounts to identify any potential issues.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Detail-Oriented

  • Strong Communication Skills

  • Ability To Work In A Team Environment

  • Ability To Multi-Task

  • Excellent Problem Solving Skills

  • Experience In Customer Service

  • Financial Services Knowledge

  • Proficiency In Using Computer Software

Required Skills
  • Documentation

  • Financial Analysis

  • Process Improvement

  • Data Entry

  • Account Management

  • Time Management

  • Problem Solving

  • customer service

  • Relationship Management

  • Reporting

  • Client Service

  • Regulatory compliance

  • Compliance monitoring

  • Banking operations

  • Cross-Selling

Soft Skills
  • Communication

  • Conflict Resolution

  • Interpersonal

  • Leadership

  • Time management

  • creativity

  • Integrity

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Licensed Client Service Associate in New York, NY, USA is between $37,000 and $52,000 per year. This range may vary depending on experience, qualifications, and other factors.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 11th, 2023
Apply BeforeJune 21st, 2025
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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