Registered Beneficiary Services Representative
Core
Client Service and Sales support role servicing Citi's Investment and Banking clients via phone/email, managing the full beneficiary process, and selling financial products.
Role type
Client Service and Sales Representative
Builds
Client relationships and sales pipelines for Investment/Banking products
Domain
Financial Services (Banking & Investments)
Deliverable
product features
Required skills
Client service, sales, KYC/AML compliance, issue resolution, securities trading, relationship building, campaign execution
Preferred skills
Networking, Microsoft Office, Series 66/65 license
Technologies
Salesforce, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Handle inbound/outbound client calls, execute unsolicited securities trades, resolve client issues end-to-end, conduct client contact campaigns, refer clients to Financial Advisors, ensure KYC/AML compliance
Seniority
Mid-level IC
