Citigroup Citigold Wealth Management Servicing Team - Associate (Licensed) in O'Fallon, Missouri
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citigold Wealth Management (CWM) provides banking and wealth management services via our Citibank branch-based advisors and centralized service centers. CWM will lead efforts to dramatically expand our personal wealth management capabilities and provide our high net worth clients (defined as $1MM+ Deposits & Investments with Citi) with a robust and differentiated banking & wealth management value proposition.
The Citigold Wealth Management Servicing Team Associate will be responsible for servicing and supporting our HNW clients primarily through inbound and outbound phone calls. They will be tasked with providing best in class service on both Banking and Investment inquiries.
Provides exceptional support and issue resolution to Citigold Clients – all client issues will be owned end to end by the Associate and will be treated with a closed loop process.
Handles all inquiries/requests related to banking and investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
Builds and maintains relationships with clients, Wealth Teams, and support teams in support of new business, retention and client satisfaction goals. Partner with these teams to resolve client issues.
Responsible for keeping detailed records of open client issues and monitoring them accordingly
Builds a rapport with the Citigold Relationship Managers and Financial Advisors; utilize Salesforce regularly for communication of issues/tasks/opportunities requiring the RM’s attention
Builds a rapport with back office staff and seek out highest level of support from those teams
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; come up with suggestions on process Improvement
Strong desire to create a top notch client experience with every client every day; associates must possess a combination of excellent knowledge and superior soft skills
Open to receiving feedback on a frequent basis- continuous feedback will be crucial to the success of the team
Ability to support a diverse array of products and services
Ability to utilize a large number of Bank systems at the highest level of entitlement
Capable of working independently within established procedures and make decisions without manager approval; must also be a strong team player
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
Excellent interpersonal skills.
Experience and knowledge across multiple functions preferred but not required (Banking, Cards, Mortgage).
Exceptional ability to find creative solutions for issue resolution
Prior Citiphone and Citigold training preferred
Series 7 & 63 License
High school diploma or equivalent
Job Family Group:
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.