IPB US Client Service Associate Bilingual (English/Mandarin)

Citibank - More jobs by this advertiser
IPB US Client Service Associate Bilingual (English/Mandarin)-18016350
 About CitiCiti, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. DescriptionThis is a service and sales support position with primary responsibilities of supporting Bankers/Financial Advisors within a segment-specific client base, Citi Private Client and Citigold International, while expanding new and existing affluent customers. The R. Client Service Associate will assist Bankers/Financial Advisors and clients with administrative and operational support as core activities.  However they will also perform sales activities utilizing Citi’s full suite of banking and credit products Key Responsibilities
  • Gather and process new account and KYC documentation as well as maintain existing client information.
  • Works with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by Senior RM/FA from client visits.
  • Prepare client correspondence for RMs/FAs, following Firm guidelines.
  • Communicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB unit communications and channels.
  • Respond to client inquiries and resolve various problems. Initiate account investigations as needed.
  • Ensure compliance with all legal and regulatory requirements.
  • Alerts and Compliance information requests.
 Development Value
  • Position has growth potential in all areas of IPB US; Registered Client Service Associate, AML division, Products, etc

  • 2 years financial industry experience
  • Fully Bilingual - English and Mandarin, strong PC skills, Excel is a must
  • Excellent oral and written communication skills.  Excellent critical thinking, customer service and problem-solving skills.  Strong interpersonal and team-building skills.  Detail oriented and able to manage multiple tasks effectively. Ability to work both independently and in a fast-paced environment.
  • Bachelor's Degree preferred.
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

24 June 2018
Location: United States Cadiz Los Angeles
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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