Citi Group Registered Client Service Associate - B11 THOUSAND OAKS CA 

United States, California, Westlake Village 

633401767

Responsibilities:

• 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, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 required
  

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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