Registered Beneficiary Services Representative

• Fully accountable for servicing and supporting Citi's Investment and/or Banking clients
• Clearly articulate business value proposition, matching clients with the correct set of products and services
• Provide timely responses to client service requests received via telephone or email
• Provide exceptional support and issue resolution
• Handle all inquiries/requests related to banking and/or investment operations including placing unsolicited securities trades
• Ensure customer claims and complaints are handled in accordance with FINRA and firm policy
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Build a rapport with clients and utilize Salesforce regularly for communication of issues/tasks/opportunities
• Build a rapport with back-office staff and seek out highest level of support from those teams
• Provide timely feedback to senior management to identify client pain points and barriers to exceptional service
• Respond to client requests for investment products, referring clients to Financial Advisors if requested
• Identify prospective clients interested in becoming new clients
• Execute specific client contact campaigns as defined by Sales Management/Segments
• Proactively contact clients to identify needs and deepen relationships
• Complete all required trainings pertaining to the function in a timely manner
• Appropriately assess risk when business decisions are made

• 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
• Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
• Excellent verbal and written communication skills, ability to communicate at a professional level
• Positive and can-do attitude
• Excellent people skills and ability to work in a team environment
• Capable of working independently within established procedures and make decisions without manager approval
• Able to perform multiple functions with a high degree of accuracy
• Strong desire to create a top-notch client experience with every client every day
• Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team
• Ability to support a diverse array of products and services
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
• US Registered FINRA Series 7 & 63 Required
• Series 66/65 preferred
• Bachelor's/University degree or equivalent experience

Series 66/65 preferred

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards