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Citigroup Wealth Relationship Team Associate (Non-Licensed) in O'Fallon, Missouri

The Citigold Wealth Relationship Team Associate (Non-Licensed) will be responsible for servicing and supporting our HNW clients primarily through outbound and inbound phone calls. They will be tasked with deepening client relationships, referring opportunities to segment partners where appropriate and providing best in class service on both Banking and Investment inquiries.

Key Responsibilities:

  • Identifies new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolio

  • Referring opportunities to segment partners where appropriate

  • 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 – excluding placing securities trades

  • 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

  • High school diploma or equivalent

Job Family Group:

Consumer Sales

Job Family:


Time Type:

Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.