Registered National Investor Center Support Associate

Registered National Investor Center Support Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. Job Overview The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service on Investment account requests and maintenance, and ensuring risk is prudently managed. The Registered National Investor Center Support Associate is responsible for maintenance and update of self-directed accounts through the management of workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within regulatory guidelines. Responsibilities: Fully accountable for servicing and supporting CPWM self-directed clients Able to clearly articulate business value proposition, matching clients with the correct set of products and services Directly responsible for providing timely responses to client service requests, received via email, Salesforce service tickets, and other workflow queues Provides exceptional support and issue resolution all client issues owned end to end by the associate and treated with a closed loop process Handles all inquiries/requests related to investment operations including margin, options, and placing unsolicited securities trades (Series 7 & 63 required) as required Ensures customer claims and complaints are handled in accordance with FINRA and firm policy Ensures that KYC/AML and other compliance norms are strictly adhered to Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities 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; offers suggestions on process improvement Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested Responsible for executing specific client contact campaigns as defined by Sales Management/Segments Responsible for proactively contacting clients to identify needs and deepen relationships Complete all required trainings pertaining to the function in a timely manner Appropriately assess risk when business decisions are made, demonstrating 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 of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred 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 verbal and written communication skills, ability to communicate at a professional level Positive and can-do attitude Excellent people skills and ability to work in a team environment Capable of working independently within established procedures and make decisions without manager approval Able to perform multiple functions with a high degree of accuracy Strong desire to create a top-notch client experience with every client every day 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 Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred Required: US FINRA Registration SIE, Series 7 & 63. Must meet ALL US FINRA Registration requirements within 150 days of hire date. Education: Bachelor's/University degree or equivalent experience Job Family Group: Consumer Sales Job Family: Telesales Time Type: Full time Primary Location: San Antonio Texas United States Primary Location Full Time Salary Range: $62,620.00 - $87,380.00 In addition to salary, Citi's 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. Anticipated Posting Close Date: May 21, 2026 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr Citi