Citigroup

Licensed Client Service Associate

Citigroup

Fremont, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Citigroup is seeking a highly motivated and driven Licensed Client Service Associate to join our dynamic team. As a member of our team, you will have the opportunity to work with a diverse range of clients and provide them with exceptional service. We are looking for an individual with a passion for finance, strong communication skills, and a commitment to delivering top-notch service. If you are a team player with a keen eye for detail and a desire to excel in a fast-paced environment, we encourage you to apply.

  1. Provide exceptional customer service to a diverse range of clients.
  2. Respond promptly and effectively to client inquiries and concerns.
  3. Develop and maintain strong relationships with clients.
  4. Assist clients with account opening and maintenance processes.
  5. Conduct thorough research and analysis to address client needs and provide solutions.
  6. Collaborate with team members to ensure seamless service delivery.
  7. Communicate effectively with clients, colleagues, and other stakeholders.
  8. Stay updated on industry trends, market changes, and company products and services.
  9. Adhere to all regulatory and compliance guidelines.
  10. Meet and exceed performance targets and client satisfaction goals.
  11. Contribute to the development of service improvement initiatives.
  12. Maintain accurate and up-to-date client records and documentation.
  13. Identify and communicate potential risks and issues to management.
  14. Participate in training and development programs to enhance skills and knowledge.
  15. Uphold Citigroup's values and code of conduct in all interactions with clients and colleagues.
Where is this job?
This job is located at Fremont, CA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • At Least 2-3 Years Of Experience In The Financial Services Industry, Preferably In A Client-Facing Role.

  • Series 7 And 63 Licenses, With Ability To Obtain Additional Licenses As Required.

  • Proficiency In Financial Software And Systems, Such As Salesforce And Bloomberg, And A Strong Understanding Of Financial Markets And Products.

Required Skills
  • Communication Skills

  • Time Management

  • Product knowledge

  • Attention to detail

  • customer service

  • Compliance regulations

  • Client Relations

  • Problem-Solving

  • team

  • Technical Proficiency

  • Investment Strategies

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Licensed Client Service Associate in Fremont, CA, USA is between $44,000 and $66,000 per year. However, this may vary depending on the specific company, experience level, 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 PostedApril 5th, 2024
Apply BeforeOctober 17th, 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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