
Licensed Client Service Associate
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.
- Provide exceptional customer service to a diverse range of clients.
- Respond promptly and effectively to client inquiries and concerns.
- Develop and maintain strong relationships with clients.
- Assist clients with account opening and maintenance processes.
- Conduct thorough research and analysis to address client needs and provide solutions.
- Collaborate with team members to ensure seamless service delivery.
- Communicate effectively with clients, colleagues, and other stakeholders.
- Stay updated on industry trends, market changes, and company products and services.
- Adhere to all regulatory and compliance guidelines.
- Meet and exceed performance targets and client satisfaction goals.
- Contribute to the development of service improvement initiatives.
- Maintain accurate and up-to-date client records and documentation.
- Identify and communicate potential risks and issues to management.
- Participate in training and development programs to enhance skills and knowledge.
- Uphold Citigroup's values and code of conduct in all interactions with clients and colleagues.
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.
Communication Skills
Time Management
Product knowledge
Attention to detail
customer service
Compliance regulations
Client Relations
Problem-Solving
team
Technical Proficiency
Investment Strategies
Financial Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
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.
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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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