Licensed Client Service Associate

Welcome to Citigroup, a leading global bank that strives to provide top-notch financial services to our clients. We are currently seeking a driven and customer-focused Licensed Client Service Associate to join our team. In this role, you will have the opportunity to work with a diverse group of clients, helping them navigate through their financial needs. As a valued member of our team, you will have the chance to develop your skills and grow your career with us. We are looking for someone who is passionate about delivering exceptional customer service, has strong communication skills, and is highly organized. If you have a proven track record in the financial industry and are eager to make a difference in the lives of our clients, we would love to hear from you.

1. Greet and welcome clients to Citigroup, creating a positive first impression and setting the tone for their experience.
2. Build and maintain strong relationships with clients, providing exceptional customer service and addressing any inquiries or concerns they may have.
3. Utilize knowledge of financial products and services to assist clients in making informed decisions and achieving their financial goals.
4. Proactively reach out to clients to offer personalized financial solutions and identify potential opportunities for cross-selling and up-selling.
5. Maintain accurate and detailed records of client interactions, transactions, and account information in accordance with company policies and procedures.
6. Collaborate with team members and other departments to ensure a seamless and efficient client experience.
7. Stay up-to-date on industry trends and changes in regulations to ensure compliance and provide clients with the most current and relevant information.
8. Participate in training and development programs to enhance skills and knowledge of financial products and services.
9. Proactively identify and resolve any issues or concerns raised by clients, escalating to management when necessary.
10. Continuously strive to exceed targets and goals set by the company, demonstrating a high level of motivation and drive.
11. Maintain confidentiality and adhere to all privacy and security measures when handling sensitive client information.
12. Act as a brand ambassador, representing Citigroup in a professional and positive manner at all times.
13. Contribute to a positive and collaborative team environment, promoting a culture of continuous learning and improvement.
14. Demonstrate a strong understanding of Citigroup's values and mission, and uphold them in all interactions with clients and colleagues.
15. Proactively identify areas for process improvement and make recommendations to enhance the client experience and increase efficiency.

According to JobzMall, the average salary range for a Licensed Client Service Associate in Fountain Valley, CA 92708, USA is $44,000 - $67,000 per year. This can vary depending on the specific industry, company, and individual's experience and qualifications.

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.