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Registered Client Service Associate - Chicago Area

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Citi

22d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Banking & Finance
  • Chicago

AI generated summary

  • You need 2-5 years of experience, strong organizational skills, ability to problem solve, excellent communication, client-facing experience, knowledge of operations and compliance, sales referrals, Series 7/63 or 7/66 license, and a Bachelor's degree.
  • You will deliver wealth management services to clients with guidance from Banker teams, assessing risk and ensuring compliance with laws and regulations to safeguard assets and reputation.

Requirements

  • 2-5 years relevant experience
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
  • US: Licenses: Series 7/63 or 7/66 or willing to acquire
  • Education:
  • Bachelor's/University degree or equivalent experience

Responsibilities

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • 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.

FAQs

What is the primary responsibility of a Registered Client Service Associate in the Chicago Area?

The primary responsibility of a Registered Client Service Associate is to deliver wealth management services to clients with guidance from the Banker teams.

What qualifications are necessary for this role?

Qualifications for this role include 2-5 years of relevant experience, ability to manage multiple concurrent deadlines with strong organizational skills, problem-solving skills, strong communication skills, client-facing experience, knowledge of investments, banking, and credit products, and holding or being willing to acquire Series 7/63 or 7/66 licenses.

What education is required for the Registered Client Service Associate position?

A Bachelor's/University degree or equivalent experience is required for the Registered Client Service Associate position.

What impact does the quality and timeliness of service provided by a Registered Client Service Associate have on the team and other related teams?

The quality and timeliness of service provided by a Registered Client Service Associate can affect the effectiveness of their own team and other closely related teams.

What kind of skills are necessary for a successful Registered Client Service Associate?

Successful Registered Client Service Associates should possess strong organizational and time management skills, attention to detail, problem-solving skills, and strong verbal and written communication skills.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

    We empower our employees to manage their financial well-being and help them plan for the future.

  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.