Licensed Client Service Associate - Miami / Coral Gables jobs at Citi Group in United States, Miami
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Citi Group Wealth National Client Onboarding Specialist - Miami United States, Florida, Miami
Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization. Provide sales assistance by designing and implementing process improvements. Support new products, promotions, and...
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,...
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to,...
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,...
Perform market research on the impact of macroeconomic factors impacting a particular business or industry segment. Build sales enablement materials to drive product commercialization and increased revenues. Develop process documents...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
Provide complete service support to client, including solving complex client inquiries. Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Client/prospect...
Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization. Provide sales assistance by designing and implementing process improvements. Support new products, promotions, and...
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