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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Client Services Associate

Job Req ID 21315547 Primary Location Miami, Florida Job Category Private Client Coverage
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  • 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 monthly 
  • Provide high level of support to Senior Wealth Advisor 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 requests 
  • Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings 
  • Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries 
  • Liaise with IPB U.S. colleagues including Relationship Managers, Registered Client Service Associates, Client Service Associates, Investment Counselors Product Specialists, Operations & Control. 
  • Ability to problem solve problems, input information in systems, and analyze data with demonstration of attention to detail  
  • 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. 
  • Gather and process new account and KYC documentation as well as maintain existing client information.
  • Work with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by Banker/Financial Advisor client visits.
  • Ability to multi-task with strong organizational and time management skills per the needs of IPB U.S. Relationship Manager team and clients


Qualifications:

  • 1-4 years relevant experience 
  • Strong organizational skills, multi-tasking and time management skills, Strong Communication Skills, Proficient in Microsoft Office Suite
  • Fluent in Spanish and English

Education:

  • Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

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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.

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 and/or 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

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  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

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