Registered Wealth Investment Service Associate
Core
Client Service and Sales support role servicing Citi's Investment and Banking clients via phone and email, ensuring risk management and compliance.
Role type
Intermediate Associate Telesales Representative
Builds
Client relationships and sales pipelines for banking and investment products
Domain
Financial Services / Banking / Investment
Deliverable
client delivery
Required skills
FINRA Series 7 & 63 license, client service, sales, KYC/AML compliance, issue resolution, product matching, campaign execution
Preferred skills
2-5 years financial services experience, Series 66/65 license, Microsoft Office proficiency, networking
Technologies
Salesforce, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Service and support clients via inbound/outbound calls; articulate value proposition and match products; resolve client issues end-to-end; execute client contact campaigns; identify prospective clients; adhere to KYC/AML procedures; provide feedback on client pain points
Seniority
Intermediate, hands-on IC