Licensed Customer Associate 2 – National Investment Center

Company
Citi
Location
San Antonio, Texas
Salary
Competitive compensation packages
Posted
June 05 2017
Industry
Securities

National Investor Center Licensed Customer Associate will provide Account Opening, basic and complex servicing to NIC/CWM clients via telephone, mail, workflow queues and email. They must be extremely positive representatives of the overall NIC/CWM brand, as they will be the primary point of contact for NIC/CWM FAs and clients for New Account Opening/Asset Transition. NIC Licensed Customer Associates are expected to provide world class customer service where the focus is on client satisfaction and deepening relationships.

Job Responsibilities

  • Efficiently manage inquiries from NIC/CWM FAs and Clients for New Account Opening/Asset Transition
  • Strong problem solving and decision making skills, combined with an understanding of regulatory requirements are required to perform job functions.
  • Interprets procedures/ instructions to resolve problems within established policies and procedures, while adhering to banking and brokerage regulatory requirements.
  • Works under little to no direct supervision while performing job duties
  • As required, may train lower level team members.
  • Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided.
  • Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function.

Requirements:

  • Strong Computer Skills (MS Office)
  • Excellent verbal and written skills
  • Ability to build rapport over the phone
  • Ability to be flexible with work schedule to include weekends and evening
  • Proven success working in a team environment
  • Attention to detail
  • Organization skills
  • Solid work ethic, professionalism, and positive attitude
  • Ability to thrive in a dynamic work environment Required Licensing
  • Active Series 7,63, 65 or 66 Education/Work  

Experience

  • College degree preferred, or equivalent work experience
  • Minimum of 1 year Investment Industry experience
  • Bi-lingual Skills Spanish or Mandarin/Cantonese language skills (strongly preferred)

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Do you currently hold a Series 7,63, 65 or 66



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