Full Time - Client Services Rep

Registered Beneficiary Services Representative O'Fallon, Missouri, United States, Jacksonville, Florida, United States
On-Site/Resident
Full time
At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview The Beneficiary Services Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients.
The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients’ beneficiaries.
Responsibilities Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients
Directly responsible for providing timely responses to client service requests, received via telephone or email
Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process
Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required)
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
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
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 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
Ability to support a diverse array of products and services
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
Education Bachelor's/University degree or equivalent experience
Citi offers competitive employee benefits, including: medical, dental & vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Illinois residents - AI Notice and Right (opens in new window)
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.
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 (opens in new window).
View Citi’s EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

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