Client Services Associate (English and Spanish) at Citi (Miami, FL)

| Miami, FL
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About Citi

Citi, the leading global bank, has approximately 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, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

About the Business

International Personal Bank U.S. (IPB U.S.) is a segment of Citi's U.S. Retail Bank that provides U.S.-based wealth management services to clients around the world. IPB U.S. offers its clients access to brokerage products and services as well as traditional banking products and services through various bank and non-bank affiliates of Citigroup Inc.

About the Role

The International Personal Bank U.S. is currently seeking a candidate for a Client Service Associate. This is a service and sales support position with primary responsibilities of supporting Financial Executives, while expanding the client footprint and serving existing affluent customers.

The Client Service Associate will assist Financial Executives and clients with administrative and operational support as core activities, however they will also perform sales activities on all Citi's product families (Banking/Investment/Credit- scope limited and depending on regulatory licenses available). In this role the Registered Client Service Associate will:
• Initially introduce the client to the Citi platform and subsequently service and deepen relationships by offering a wide array of financial services including banking and investments products according to client needs, while adhering to highly professional and ethical standards as set forth by Citi IPB as well as other regulatory entities.
• Protect the bank and the client by complying with relevant policies, procedures, legal and regulatory framework.
• Report directly to the Service Team Manager.
• Contribute to growth and net new money generation within the whole team by identifying opportunities in client daily activities.


1) Service/Administrative Related:
• Gather and process new account and KYC documentation as well as maintain existing client information.
• Work with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by Banker/Financial Advisor client visits.
• Work in collaboration with the Financial Executive to provide investment support including placing trades.
• Prepare client correspondence for Financial Executive, following Firm guidelines.
• Communicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB U.S. unit communications and channels.
• Respond to client inquiries and resolve various problems. Initiate account investigations as needed.
• Ensure compliance with all legal and regulatory requirements.
• Assist in training of less experienced team members as requested by Management.
• Perform other duties, as assigned by Management (assistant related tasks like managing agendas for RMs/FAs, appointment booking and confirmation, other).
• Alerts and Compliance information requests.

2) Sales Support Related:
• Optimize every customer contact to assess additional customer needs and uncover additional sales opportunities.
• Management of Time Deposit renewal strategy to include cross-sell of other banking products.
• Negotiates transactions ensuring Citigroup's profitability standards.
• Maximizes the number of accounts per customer by attracting new business from the clients, and by following a referral culture to attract new money to the firm.

3) Administrative and Compliance:
• Complies with Citibank North America and regulatory policies and procedures to ensure the safety and security of bank and customer assets.
• Ensure Compliance with securities and banking regulations in the U.S. as well as Citigroup policies.
• Responsible for the Compliance and Control side of his client relationships - Customer ownership

In general, follows and complies with minimum performance requirements both qualitative and quantitative as measured, tracked and reviewed in the Productivity Enhancement Program.

• 2 years of financial industry experience.
• Bachelor's Degree Required
• Fully Bilingual - English and Spanish
• Strong PC skills; Excel is a must
• Excellent oral and written communication skills.
• Excellent critical thinking, customer service and problem-solving skills.
• Strong interpersonal and team-building skills.
• Detail-oriented and able to manage multiple tasks effectively.
• Ability to work both independently and in a fast-paced team environment.

Job Family Group:
Private Client Coverage

Job Family:
Client Services

Time Type:
Full time

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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting
More Information on Citi
Citi operates in the Fintech industry. The company is located in New York, NY, New York, NY, Jacksonville, FL and Dallas, TX. Citi was founded in 2022. It has 223850 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 916 open jobs at Citi, click here.
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