Licensed Client Service Associate - B11 jobs at Citi Group in United States, New York
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128 jobs found
01.07.2024
CG
Citi Group Licensed Client Service Associate - B11 United States, New York, New York
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,...
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,...
Monitor and ensure transactions processes are executed correctly and are compliant with internal policies and controls. Assist in the investigation, documentation and corrective action implementation of all required issues as...
Processes client’s requests related to system set up including signatories’ updates and documentation lodgment. Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and...
Work closely with lead designers, product managers, engineers, and other teammates to create: product landing pages, materials for online and offline marketing (including emails, display banners, social media, print), video...
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,...
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