SonicJobs Logo
Login
Left arrow iconBack to search

Client Services Associate - B10

Citi
Posted a month ago, valid for a month
Location

Miami, FL 33111, US

Salary

$48,000 - $57,600 per annum

info
Contract type

Full Time

By applying, a Citi account will be created for you. Citi's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

info
  • The Client Services Associate is a developing professional role requiring 0-2 years of relevant experience.
  • This position involves monitoring and assessing processes and data, with a focus on Capital Markets and financial tools like Bloomberg and Reuters.
  • Responsibilities include providing high-level support to Securities Specialists, managing client inquiries, and maintaining relationships with clients regarding investment products.
  • Candidates must possess strong organizational and communication skills, along with proficiency in Microsoft Office Suite.
  • The salary for this role is not explicitly stated, but it typically aligns with entry-level positions in the finance sector.

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 tasks/services 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 and/or 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's/University degree or equivalent experience




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Citi account will be created for you. Citi's Terms & Conditions and Privacy Policy will apply.