Citi Wealth Coach

The Citi Wealth Coach services, acquires, and fulfills for clients and prospects who engage our digital platform or who engage with branch personnel and express an interest in a self-directed investment relationship. Citi Wealth Coaches are trained problem solvers who proactively identify client needs and help deliver complex client solutions. The role seeks a performance driven, fully licensed candidate with experience taking ownership to deliver a world class client experience. 

Key Responsibilities:

• Engage clients and prospects via inbound and outbound calls
• Confidently articulate the value proposition for Citi Personal Wealth Management and digital programs available
• Provide exceptional support and issue resolution for digital clients, assuming end-to-end ownership for client needs
• Assist clients as needed with investment related tasks, including:
  • Account modifications
  • Options applications/agreements, if applicable
  • Guidance on utilizing online resources
  • Resolving client issues escalated by Operations and Account Opening teams
  • Qualify banking referrals and marketing enrollments for digital accounts
  • Assist with onboarding and account opening for new clients
• Introduce clients to segment partners where appropriate (including but not limited to Citigold Advisors, Citi Priority Advisors, Relationship Managers, and Banking partners)
• Proactively contact digital clients to discuss platform and navigational questions
• Accurately track client interactions, update records of open client issues and monitor progress
• Build rapport with internal and external partners, utilizing Salesforce regularly for communication of issues/tasks/opportunities requiring attention
• Comply with all applicable banking and investment laws, regulations, company polices, and procedures
• Provide timely feedback to senior management to identify client pain points and barriers to exceptional service; present suggestions for process improvement

Qualifications:

• Series 7 & 66 (or 63 & 65) Licenses required
• Bachelor’s degree or 5 years of role related experience
• Insurance license preferred
• Experience and knowledge of investment and banking products, as well as superior networking and interpersonal skills
• Takes ownership of effort, performance, and making a positive team impact
• Exceptional ability to apply problem solving skills to satisfy client servicing and fulfillment needs

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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.

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