
Licensed Client Service Associate
Welcome to Citigroup! We are currently seeking a highly motivated and skilled Licensed Client Service Associate to join our team. As a global leader in financial services, we are committed to providing exceptional customer service and innovative solutions to our clients. We are looking for someone who is passionate about building relationships, has a strong understanding of the financial industry, and is dedicated to providing top-notch support to our clients. If you are a driven and client-focused individual with a license in the financial industry, we would love to hear from you.
- Provide exceptional customer service to clients of Citigroup, ensuring their needs are met and exceeded.
- Build and maintain strong relationships with clients, fostering trust and loyalty.
- Demonstrate a deep understanding of the financial industry and the products and services offered by Citigroup.
- Utilize excellent communication skills to effectively communicate with clients, colleagues, and other stakeholders.
- Ensure all client inquiries and concerns are addressed in a timely and professional manner.
- Collaborate with team members to develop and implement innovative solutions for clients.
- Stay up-to-date on industry trends, regulations, and best practices to effectively support clients.
- Maintain accurate and detailed records of client interactions and transactions.
- Adhere to compliance and regulatory guidelines to ensure the highest level of service and protection for clients.
- Continuously seek opportunities to improve the client experience and provide feedback to management.
- Utilize financial industry licenses and knowledge to provide expert advice and support to clients.
- Act as a brand ambassador for Citigroup, representing the company with professionalism and integrity.
- Collaborate with other departments within Citigroup to provide a seamless and comprehensive client experience.
- Take ownership of client issues and see them through to resolution, ensuring a positive outcome for the client and the company.
- Participate in ongoing training and development to enhance skills and knowledge in the financial industry.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Bachelor's Degree In Finance, Business, Or A Related Field.
At Least 2 Years Of Experience In A Client Service Role Within The Financial Industry.
Strong Knowledge Of Investment Products And Financial Services Offered By Citigroup.
Prior Experience With Crm Software And Financial Data Analysis Tools.
Communication Skills
Financial Planning
Data Analysis
Time Management
Microsoft Excel
customer service
Compliance regulations
Relationship Building
Risk assessment
Problem-Solving
Client management
Investment Knowledge
Communication
Leadership
Time management
Interpersonal Skills
creativity
flexibility
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Licensed Client Service Associate in Pittsburgh, PA, USA is $40,000 to $60,000 per year. Salaries may vary depending on factors such as experience, education, and the specific company or industry.
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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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