Job Details

ID #50031098
State Florida
City Jacksonville
Full-time
Salary USD TBD TBD
Source Citigroup
Showed 2023-06-01
Date 2023-06-01
Deadline 2023-07-31
Category Et cetera
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Citi Wealth Coach

Florida, Jacksonville, 32099 Jacksonville USA

Vacancy expired!

Job Description:The Citi Wealth Coach services, acquires, and fulfills for clients and prospects who engage our digital platform or who engage with branch personnel and express an interest in a self-directed investment relationship. Citi Wealth Coaches are trained problem solvers who proactively identify client needs and help deliver complex client solutions. The role seeks a performance driven, fully licensed candidate with experience taking ownership to deliver a world class client experience.Responsibilities:

Engage clients and prospects via inbound and outbound calls

Confidently articulate the value proposition for Citi Personal Wealth Management and digital programs available

Provide exceptional support and issue resolution for digital clients, assuming end-to-end ownership for client needs

Assist clients as needed with investment related tasks, including:

Account modifications

Options applications/agreements, if applicable

Guidance on utilizing online resources

Resolving client issues escalated by Operations and Account Opening teams

Qualify banking referrals and marketing enrollments for digital accounts

Assist with onboarding and account opening for new clients

Introduce clients to segment partners where appropriate (including, but not limited to: Citigold Advisors, Citi Priority Advisors, Relationship Managers, and Banking partners)

Proactively contact digital clients to discuss platform and navigational questions

Accurately track client interactions, update records of open client issues and monitor progress

Build rapport with internal and external partners, utilizing Salesforce regularly for communication of issues/tasks/opportunities requiring attention

Comply with all applicable banking and investment laws, regulations, company polices, and procedures

Provide timely feedback to senior management to identify client pain points and barriers to exceptional service, present suggestions for process improvement

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 relevant experience

Experience and knowledge of investment and banking products, as well as superior networking and people skills

Takes ownership of effort, performance, and making a positive team impact

Exceptional ability to apply critical thinking skills to satisfy client servicing and fulfillment needs

Insurance license preferred

FINRA Series 7 and Series 66 (or equivalent 63 + 65) Licenses required

Education:

Bachelor's/University degree or equivalent experience

Job Family Group:Consumer SalesJob Family:TelesalesTime Type:Full timePrimary Location:Jacksonville Florida United StatesPrimary Location Salary Range:$60,560.00 - $84,490.00Citi 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Vacancy expired!

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