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Citigroup
New York
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinki
Job Source: CitigroupWorld Insurance As
New York, NY, United States
**Job Posting *OPEN*** **Client Service Representative- NYC, New York** Scan With Your Phone To Apply! **Position Summary** * The Client Service Representative will play an integral role in driving our mission to deliver innovative and cost-effective employer solutions that meet and exceed our clients expectations. **Essential Duties and Responsibi
Job Source: World Insurance AsRaymond James Financial Services
Paramus, NJ, United States
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Reta
Job Source: Raymond James Financial ServicesGCM Grosvenor
New York, NY, United States
SUMMARY This is an exciting time to join GCM Grosvenor having experienced tremendous growth over the past few years. In support of this, we are growing and evolving our marketing organization to lead us into the future. The Client Marketing Associate will be a critical member of the Client Marketing team within the broader Marketing organization
Job Source: GCM GrosvenorTourneau|Bucherer
New York, NY, United States
Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand OVERVIEW The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting an
Job Source: Tourneau|BuchererWatsonBarron Group
Secaucus, NJ, United States
Senior Auditor Location: New Jersey or New York City Travel: Varies 0-50%, depending on industry* Salary: $75K to $105K plus bonus Would you like to enhance your risk management and audit skills? If you are interested in continuing your career in the New Jersey or NYC area connect with a WBG recruiter to hear about exciting opportunities in t
Job Source: WatsonBarron GroupCitigroup
New York
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinki
Job Source: CitigroupRaymond James Financial, Inc.
Newark
**Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The practice operates in a fast-paced environment that will enable you to grow as a professional. Our team specializes in customized portfoli
Job Source: Raymond James Financial, Inc.New York, NY, United States
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities:**
+ Deliver wealth management services to clients with guidance from the Banker teams.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years relevant experience
+ Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
+ Ability to problem solve and analyze data with demonstration of attention to detail
+ Strong verbal and written communication skills
+ Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
+ US: Licenses: Series 7/63 or 7/66 or willing to acquire
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Client Services
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**Time Type:**
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**Primary Location:**
New York New York United States
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**Primary Location Full Time Salary Range:**
$78,320.00 - $109,280.00
In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Anticipated Posting Close Date:**
Jul 03, 2024
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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.
Email Alert for Licensed Client Service Associate - NYC / NJ jobs in New York, NY, United States
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