Client Service Assistant Vice President

Citi Handlowy

New York, New York, United States
Base: $98,960.00 - $148,440.00; bonus/equity: not ...
On-site
Wealth management services
Client transaction management
Client investigations
Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams

Job Summary

  • Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products, ensuring timely completion within audit and compliance standards.
  • Proactively arrange and participate in client visits and perform service quality check-in calls to clients.

Matching Summary

Deliver wealth management services to Citi Wealth clients with guidance from the Banker teams.

Salary

Base: $98,960.00 - $148,440.00; Bonus/Equity: Not specified; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • wealth management services
  • client transaction management
  • client investigations
  • account maintenance
  • banking policies and procedures
  • service quality check-in calls
  • identify new business opportunities
  • proficient use Citi applications

Nice-to-have

  • strong communication and diplomacy skills
  • coaching and training of new recruits
  • assessing risk and driving compliance

Key Requirements

  • 5-8 years of experience
  • Ability to prioritize
  • strong organizational and time management skills
  • Ability to problem solve and analyzes data
  • attention to detail
  • Client facing experience
  • background and interest in operations and compliance
  • previous sales referral experience
  • Knowledge of investments, banking, and credit products
  • Series 7/63 or 7/66 or willing to acquire within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter