Full-Time

Registered Wealth Client Solutions Associate

Beneficiary and Estate Case Manager

Posted on 1/23/2025

Citigroup

Citigroup

10,001+ employees

Global financial services and banking provider

Compensation Overview

$64.6k - $90.2kAnnually

+ Incentive Awards + Retention Awards

Mid, Senior

O'Fallon, MO, USA + 1 more

More locations: Jacksonville, FL, USA

Hybrid position requiring in-office presence in O'Fallon, MO and Jacksonville, FL.

Category
Investment Banking
Finance & Banking
Required Skills
Sales
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
Requirements
  • US Registered FINRA Series 7 & 63 Required
  • 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
  • Excellent verbal and written communication skills, ability to communicate at a professional level
  • Positive and can-do attitude
  • Excellent people skills and ability to work in a team environment
  • Capable of working independently within established procedures and make decisions without manager approval
  • Able to perform multiple functions with a high degree of accuracy
  • Strong desire to create a top-notch client experience with every client every day
  • Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team
  • Ability to support a diverse array of products and services
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
Responsibilities
  • Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services
  • Directly responsible for providing timely responses to client service requests, received via telephone or email
  • Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process
  • Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
  • Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
  • Ensures that KYC/AML and other compliance norms are strictly adhered to
  • Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities
  • Builds a rapport with back-office staff and seek out highest level of support from those teams
  • Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement
  • Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested
  • Accountable for identifying prospective clients interested in becoming new clients
  • Responsible for executing specific client contact campaigns as defined by Sales Management/Segments
  • Responsible for proactively contacting clients to identify needs and deepen relationships
  • Complete all required trainings pertaining to the function in a timely manner
  • 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.
Desired Qualifications
  • Series 66/65 preferred
  • 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred

Citigroup provides a wide range of financial products and services to various clients, including consumers, corporations, and governments. Its services encompass consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. Citi operates in over 160 countries, utilizing its extensive global network and technology to offer solutions tailored to its diverse client base. Unlike many competitors, Citi's strength lies in its comprehensive suite of services and its ability to facilitate international trade and investment. The company's goal is to manage financial assets effectively while also committing to sustainability and social responsibility through significant investments in environmental, social, and governance initiatives.

Company Size

10,001+

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's partnership with Mastercard enhances its position in the digital banking sector.
  • 'Green Deposits' align with the growing demand for sustainable banking products.
  • Citi's involvement with Jumia taps into the expanding African e-commerce market.

What critics are saying

  • Increased competition from digital platforms like Versana may challenge Citi's market share.
  • Citi's partnership with Jumia exposes it to risks in the volatile African e-commerce market.
  • Regulatory challenges may arise from Citi's collaboration with Mastercard for Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The company integrates ESG initiatives, appealing to environmentally-conscious investors and customers.
  • Citi's technological infrastructure supports innovative solutions in consumer and corporate banking.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

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