Citi Group Citi Wealth Coach 

United States, Florida, Jacksonville 

214258124

Key Responsibilities:

• Engage clients and prospects via inbound and outbound calls
• Confidently articulate the value proposition for Citi Personal Wealth Management and digital programs available
• Provide exceptional support and issue resolution for digital clients, assuming end-to-end ownership for client needs
• Assist clients as needed with investment related tasks, including:
  • Account modifications
  • Options applications/agreements, if applicable
  • Guidance on utilizing online resources
  • Resolving client issues escalated by Operations and Account Opening teams
  • Qualify banking referrals and marketing enrollments for digital accounts
  • Assist with onboarding and account opening for new clients
• Introduce clients to segment partners where appropriate (including but not limited to Citigold Advisors, Citi Priority Advisors, Relationship Managers, and Banking partners)
• Proactively contact digital clients to discuss platform and navigational questions
• Accurately track client interactions, update records of open client issues and monitor progress
• Build rapport with internal and external partners, utilizing Salesforce regularly for communication ofissues/tasks/opportunitiesrequiring attention
• Comply with all applicable banking and investment laws, regulations, company polices, and procedures
• Provide timely feedback to senior management to identify client pain points and barriers to exceptional service; present suggestions for process improvement

Qualifications:

• Series 7 & 66 (or 63 & 65) Licenses required
• Bachelor’s degree or 5 years of role related experience
• Insurance license preferred
• Experience and knowledge of investment and banking products, as well as superior networking and interpersonal skills
• Takes ownership of effort, performance, and making a positive team impact
• Exceptional ability to apply problem solving skills to satisfy client servicing and fulfillment needs

Time Type:

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