Licensed Client Service Associate - Long Island Queens Westchester Ct jobs at Citi Group
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Citi Group Trade Service Professional TSP - Intermediate United States, Florida, Tampa
Bachelor’s degree. Fluency in Spanish and English, both written and spoken. Portuguese will be a plus. Knowledge of CDCS preferred. Understanding of the rules and regulations that apply to LC’s-ISP98,...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside...
Supports theWealthClient SegmentsControl Testing Utility by leading strategic rollouts, managing the area’s book of work, and tracking performance against established goals. Serves as subject matter expert for the book of...
Executes control design assessments, monitoring design assessments and testing design assessments for controls operated by the Client business in line with the applicable Policies, Procedures and Standards. Handles exception communications...
Work with TTS Solution Sales & Product Sales Managers to ensure understanding of key TTS Sales activities for portfolio drive completion of projects through product adoption and revenue realisation. Provide...
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...
Bachelor’s degree. Fluency in Spanish and English, both written and spoken. Portuguese will be a plus. Knowledge of CDCS preferred. Understanding of the rules and regulations that apply to LC’s-ISP98,...
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