Wealth Team Client Service Associate

The Team 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 subfunction/ 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 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 clients with guidance from the Wealth Advisors and Client Onboarding team.Supports an expansive and/or diverse array of products/services (e.g., Investment, banking, mortgage)Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.Provides client onboarding functions such as, account opening, including complex and cross-border accounts, asset transfer, account maintenance and general activities of licensed client service associates.Appropriately assess risk when business decisions are made, demonstrating 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 experienceAbility to multi-task with strong organizational and time management skills per the needs of the wealth advisors, client onboarding team and clientsAbility to problem solve and analyze data with demonstration of attention to detailStrong verbal and written communication skillsClient facing experience; strong background and interest in the fields of operations and compliance; knowledge of investments, banking, and credit productsUS: Licenses: Series SIE, 7/63 or 7/66Education:Bachelor's/University degree or equivalent experience.