Citigroup

Licensed Client Service Associate

Citigroup

Detroit, MI, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Citigroup, we pride ourselves on providing exceptional financial services to our clients. As a Licensed Client Service Associate, you will play a crucial role in ensuring our clients' financial needs are met with the utmost care and attention. You will have the opportunity to work closely with our team of experienced professionals and provide personalized support and guidance to our valued clients. We are seeking a highly motivated individual with a strong background in financial services and a passion for delivering exceptional client experiences. If you are a driven and customer-focused individual looking to take the next step in your career, we encourage you to apply for this exciting opportunity.

  1. Provide exceptional client service: The primary responsibility of a Licensed Client Service Associate is to deliver exceptional customer service to our clients. This includes responding to inquiries, resolving issues, and providing timely and accurate information.
  2. Understand and communicate financial services: The candidate will be expected to have a thorough understanding of financial services offered by Citigroup and effectively communicate these services to clients.
  3. Support team of professionals: The Licensed Client Service Associate will work closely with a team of experienced professionals to provide support and assistance to clients. This may include collaborating on client strategies, completing administrative tasks, and supporting client meetings.
  4. Ensure client needs are met: It is the responsibility of the candidate to ensure that all client needs are met with the utmost care and attention. This may involve proactively identifying client needs and recommending appropriate solutions.
  5. Maintain client records: The candidate will be responsible for maintaining accurate and up-to-date client records, including contact information, account details, and any relevant notes or documentation.
  6. Uphold compliance and regulatory standards: It is important for the candidate to adhere to all compliance and regulatory standards set forth by Citigroup and relevant governing bodies.
  7. Continuously improve client experiences: The Licensed Client Service Associate will be expected to continuously seek ways to improve the client experience and provide suggestions for process improvements.
  8. Stay updated on industry trends: It is important for the candidate to stay informed about industry trends and changes in the financial services landscape in order to provide the most relevant and up-to-date information to clients.
  9. Collaborate with other departments: The candidate will work closely with other departments within Citigroup, such as sales and operations, to ensure a seamless and efficient client experience.
  10. Demonstrate a strong work ethic: The candidate should possess a strong work ethic and be able to handle a high volume of client inquiries and responsibilities in a fast-paced environment. They should also be able to multitask and prioritize effectively.
Where is this job?
This job is located at Detroit, MI, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Excellent Communication And Interpersonal Skills.

  • Series 7 And 63 Licenses.

  • At Least 2 Years Of Experience In A Client Service Or Financial Advisor Role.

  • Strong Knowledge Of Financial Products And Services, Including Mutual Funds, Stocks, And Bonds.

Required Skills
  • Communication Skills

  • Time Management

  • Attention to detail

  • customer service

  • Relationship Management

  • Compliance

  • Sales Support

  • Teamwork

  • Analytical

  • Problem-Solving

  • Client Retention

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Cultural competency

Compensation

According to JobzMall, the average salary range for a Licensed Client Service Associate in Detroit, MI, USA is between $41,000 and $50,000 per year. However, this can vary depending on factors such as experience, education, and the specific company hiring. Some employers may also offer additional benefits and bonuses.

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 BeforeJune 9th, 2026
This job posting is from a verified source. 
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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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