KeyBiscayneRecruiter Since 2001
the smart solution for Key Biscayne jobs

Registered Client Service Associate - B11

Company: Citi
Location: Key Biscayne
Posted on: February 20, 2021

Job Description:

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.Responsibilities:

  • Deliver wealth management services to INTERNATIONAL PERSONAL BANK clients with guidance from the Financial Advisor teams.
  • Provide high level of support to Securities Specialists including but not limited to, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
  • Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
  • Liaise with IPB U.S. colleagues including Relationship Managers, Registered Client Service Associates, Client Service Associates, Investment Counselors Product Specialists, Operations & Control.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:
    • 2-5 years relevant experience
    • Ability to multi-task with strong organizational and time management skills per the needs of Financial Advisor teams and clients
    • Ability to problem solve and analyze data with demonstration of attention to detail
    • Strong verbal and written communication skills
    • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
    • FINRA Licenses: SIE, Series 7. Series 63 and 65, or Series 66 to acquire in 90 days.-Education:
      • Bachelor's/University degree in economics, finance, administration, engineering, or equivalent-------------------------------------------------Job Family Group: Private Client Coverage-------------------------------------------------Job Family:Client Services------------------------------------------------------Time Type:Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi-) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .View the "" poster. View the .View the .View the

Keywords: Citi, Key Biscayne , Registered Client Service Associate - B11, Other , Key Biscayne, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Solutions Architect
Description: This is remote for now, but once Covid is figured out, 6 months the company would like the person to be on-site in Miami at
Company: SNI Technology
Location: Miami
Posted on: 03/2/2021

Security Guard
Description: Looking for Security Guards to work in the Miami area.Schedules are flexible, looking for full time and part-time security officers and supervisors.14.00 to 17.00 per hour, including
Company: Confidential
Location: Miami
Posted on: 03/2/2021

JUMP START Summer Leadership Conference
Description: KAUFMAN ROSSIN JUMP STARTWhere: Kaufman Rossin Coconut Grove Office 3310 Mary Street When: Summer 2021 Who should apply: Students finished with sophomore or junior year as of December 2018 1 - 2 years (more...)
Company: Kaufman Rossin
Location: Miami
Posted on: 03/2/2021


High Demand For Quality Roofers - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: West Palm Beach
Posted on: 03/2/2021

Store Service Associate, Full-Time, Bilingual Spanish required
Description: Comcast is seeking enthusiastic and personable individuals to join our Retail Sales team and LOVE to help customers If you'd enjoy being part of a close-knit, results-driven and ever evolving Retail (more...)
Company: Comcast
Location: Miami
Posted on: 03/2/2021

Brand Representative-Falls
Description: THE PROFILE br br Abercrombie Fitch Co. is a leading global specialty retailer of high-quality, casual apparel for men, women and kids with an active, youthful lifestyle under its Abercrombie (more...)
Company: Hollister Co.
Location: Miami
Posted on: 03/2/2021

Key Holder - Falls
Description: THE PROFILE br br Abercrombie Fitch Co. is a leading global specialty retailer of high-quality, casual apparel for men, women and kids with an active, youthful lifestyle under its Abercrombie (more...)
Company: Abercrombie & Fitch Co.
Location: Miami
Posted on: 03/2/2021

Team Lead Co-Op Intern - Miami, FL
Description: ALL ABOUT TARGET As part of our collaborative
Company: Target
Location: Miami
Posted on: 03/2/2021

Make up to $15/hour - Deliver with DoorDash
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Opa Locka
Posted on: 03/2/2021

Certified Professional Coder (Miami)
Description: Caremax is seeking a Certified Professional Coder to be responsible for assigning ICD-9 diagnosis and procedure codes for the purpose of reimbursement, regulations and research. The qualified applicant (more...)
Company: CareMax
Location: Miami
Posted on: 03/2/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Key Biscayne RSS job feeds