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COVID-19:

COVID-19: 我们同事和求职者的健康和安全是我们的重中之重。 因此,花旗继续密切监视COVID-19的情况。 我们已在全球范围内对整个公司实施了预防措施,包括几乎暂时地通过视频形式完成所有候选人面试,直到需要时另行通知。

Licensed Client Service Associate - Silicon Valley/ South Bay

职位编码 22551130 主要位置 Fremont, California, Saratoga, California, Los Gatos, California, Palo Alto, California, Santa Clara, California; 职位分类 Private Client Coverage
马上申请

The Licensed Client Service Assoc 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 multi-task 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:

Full time

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Primary Location:

Fremont California United States

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Primary Location Salary Range:

$56,980.00 - $101,550.00

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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.

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

View the EEO Policy Statement.

View the Pay Transparency Posting

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

马上申请
  • 加入我们由 220,000 多名实力强劲的多元化员工组成的团队

  • 我们的员工深具社会意识,为 90 个国家/地区的社区提供志愿服务

  • 遍及逾 95 个市场的实体业务提供了有意义的职业机会

我们营造一种包容所有人并鼓励不同观点的文化,在这里您可以产生影响,并大展宏图。在花旗,我们重视展现高专业水平、有强烈的诚信意识、为人慷慨、求知欲强且严谨的同事。我们深知拥有事业的重要性,并承诺,只要您符合以上条件,我们愿意做出让步。

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