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Citi Group Wealth - Integrated Client Engagement Manager Director United States, New York, New York
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm. Work closely with clients on financing transactions...
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...
Demonstrates conceptual and practical expertise in own discipline and basic knowledge of related disciplines. Has knowledge of best practices and how own area integrates with others; is aware of the...
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...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm. Work closely with clients on financing transactions...
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region....
Are you an experienced client advisor based in the United States, New York who is ready to use their professional acumen to serve customers in the tech industry? Then join Expoint, the leading job searching platform made solely for the tech industry.
As an Expoint Client Advisor, you will provide exemplary service to customers by proactively managing customer relationships and sales activities. You will work with customer inquiries to develop practical solutions, understand customer needs, and collaborate with team members to meet customer requirements. You will also be responsible for engaging customers through phone, email, chat, social media, and in-person consultative meetings, as well as overseeing customer responses and feedback. You will also help enhance the customer experience with product customization, software training, and other cross-sell/upsell initiatives.
You will need to have excellent interpersonal and communication skills, highly-honed organizational skills, and the ability to quickly learn and master multiple sales processes. Additionally, you will need to be creative, think outside the box, and have a strong work ethic. Jobseekers must have at least a bachelor’s degree in business or a related field. Sales and customer service experience will be beneficial.
At Expoint, our client advisors are our most important asset. We provide competitive salaries, extensive in-house training opportunities, and the assurance that you will be able to provide the best customer service possible. Take the first step to join Expoint's team of client advisors today.