Registered Wealth Investment Services Associate, Citi

Citi

Location:
United States, Jacksonville ▼
O'Fallon

Category:
Finance

Contract Type:
Employment contract

Salary:

62620.00 - 87380.00 USD / Year

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Job Description:

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Job Responsibility:

Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients
Able to clearly articulate business value proposition, matching clients with the correct set of products and services
Directly responsible for providing timely responses to client service requests, received via telephone or email
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process
Handles all inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
Ensures that KYC/AML and other compliance norms are strictly adhered to
Builds a rapport with clients
utilizes Salesforce regularly for communication of issues/tasks/opportunities
Builds a rapport with back-office staff and seek out highest level of support from those teams
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service
offers suggestions on process improvement
Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested
Accountable for identifying prospective clients interested in becoming new clients
Responsible for executing specific client contact campaigns as defined by Sales Management/Segments
Responsible for proactively contacting 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, 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

Requirements:

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. In addition, Series 66/65 preferred

Nice to have:

Series 66/65 preferred
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred

What we offer:

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

Additional Information:

Job Posted:
October 11, 2025

Expiration:
October 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Registered Wealth Investment Services Associate