Wealth Service Associate

The Wealth Associate role is a Client Service and Sales support position 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. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

**Responsibilities:**

+ Clearly articulate business value proposition (products and services).
+ Effectively and timely attend 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.
+ Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
+ Ensures that KYC/AML and other compliance norms are stric...