Registered Wealth Investment Services Associate
Core
Client Service and Sales support role servicing Citi's Investment and Banking clients via phone and email, managing inquiries, resolving issues, and identifying prospective clients.
Role type
Intermediate Associate Telesales Representative
Builds
Client relationships and sales pipelines for Banking and Investment products
Domain
Financial Services (Banking and Investments)
Deliverable
client delivery
Required skills
Client service, sales support, KYC/AML compliance, issue resolution, product matching, risk assessment, campaign execution, relationship building
Preferred skills
Networking, team collaboration, independent decision making, Microsoft Office proficiency
Technologies
Salesforce, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Service and support Citi's Investment/Banking clients via inbound/outbound calls; articulate business value propositions; handle client inquiries and complaints per FINRA policy; execute client contact campaigns; identify prospective clients; refer clients to Financial Advisors; adhere to KYC/AML procedures; provide feedback on client pain points.
Seniority
Intermediate, hands-on IC