Sales Associate

San Antonio, TX
United States

Citi

10000+ employees

Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.

We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

Company Info

Job description

+ Primary Location: United States,Texas,San Antonio

+ Education: High School Diploma/GED

+ Job Function: Operations Customer Service

+ Schedule: Full-time

+ Shift: Day Job

+ Employee Status: Regular

+ Travel Time: No

+ Job ID: 17070273

Description

The National Investor Center provides brokerage servicing and financial advisory assistance for Citi Personal Wealth Management clients that do not have a locally based Citi Financial Advisor. The client base is International.

Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

• Process & follow up on phone team support and client service requests to ensure completion in a timely manner.

• Set appropriate timeline expectations for requests and follow up within that time frame.

• Research and resolve problems with both internal and external clients accurately and in a timely manner.

• Ability to handle a high volume of requests in a fast paced environment.

• Use CPWM systems and Salesforce.

• Provide world class customer service to both internal and external clients in all interactions.

• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.

• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.

• Participate in projects and/or remediation efforts as needed including pilot programs.

• Work with Representatives, Management, and Middle Office Operations as needed.

• Other duties as assigned.

Qualifications

College preferred or equivalent experience. Possess Strong Desire to obtain Series 7 license.

· Basic clerical and administrative skill.

· Effective written and verbal communication skills.

· Excellent interpersonal and client service skills.

· Organizational skills, attention to detail and excellent follow up skills.

· Ability to research and resolve problems and service inquiries and escalate when appropriate.

· Strong computer skills including Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.

· Basic knowledge of CPWM systems and procedures.

· Be self-motivated and able to work in a strong team and high activity environment.

*Mandarin/Cantonese is highly desirable.

Work location: San Antonio, TX

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