Licensed Client Service Associate - Long Island, ...

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasksservices provided. Impact of the job holder is restricted to own team.Responsibilities:High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthlyProvide high level of support to Securities Specialists including but not limited to, client market updates, 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 requestsBuild and maintain relationships with client base, be familiar with target clients for various investment products and offeringsManage high call volume, screen and prioritize phone calls, take initiative with client inquiriesDepending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists andor Wealth Team including Advisors, Relationship Managers, Investment CounselorsAppropriately 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:0-2 years relevant experienceStrong organizational skills, ability to manage multiple concurrent deadlines and time management skillsStrong Communication SkillsProficient in Microsoft Office SuiteEducation:Bachelor'sUniversity degree or equivalent experienceJob Family Group: Private Client CoverageJob Family:Client ServicesTime Type:Primary Location:Uniondale New York United StatesPrimary Location Full Time Salary Range:$61,280.00 - $109,280.00In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.Anticipated Posting Close Date:Jul 15, 2024Citi 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 andor apply for a career opportunity review Accessibility at Citi.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting

Created: 2025-01-10