Licensed Client Service Associate - Northern jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
15 jobs found
24.11.2024
CG
Citi Group Licensed Client Service Associate - Northern Mandarin/Canton... United States, California, San Francisco
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,...
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...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution. Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,...
This role will be based in San Antonio supporting Managing Directors and Citi Markets Trading & Investment Banking Floors globally, working in a dedicated team of help desk support analysts....
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,...
Conduct reviews of client account activity, statements, internet research, and client profile information. Conduct background checks/intelligence/customer research/transactional analysis. Conduct regulatory and sanction screenings as well as review domestic consumer cases...
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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