Client Service Assistant Vice President

Citi Handlowy

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: disc...
5-8 years of experience in banking operations
Strong verbal and written communication skills
Knowledge of investments, banking, and credit products
The role involves delivering wealth management services to Citi Wealth clients while managing and executing client transactions for business and individual banking

Job Summary

  • The role involves delivering wealth management services to Citi Wealth clients while managing and executing client transactions for business and individual banking.
  • Employees are expected to take ownership of client investigations, coordinate account maintenance, and proactively arrange client visits to build relationships.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves delivering wealth management services to Citi Wealth clients while managing and executing client transactions for business and individual banking.

Salary

Base: $98,960.00 - $148,440.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of experience in banking operations
  • Strong verbal and written communication skills
  • Knowledge of investments, banking, and credit products

Nice-to-have

  • Previous sales referral experience
  • Interest in operational and compliance fields
  • Ability to prioritize complex dynamic material

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7/63 or 7/66 license (or willingness to acquire)
  • US work authorization required

Work Rights

Not specified

Tailored Resume

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