Registered National Investor Center Support Associate

Job description

The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment clients. Position is responsible for providing best in class service on Investment account requests and maintenance, and ensuring risk is prudently managed. The Registered National Investor Center Support Associate is responsible for maintenance and update of self-directed accounts through the management of workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within regulatory guidelines. Responsibilities: Qualifications: Education: - Fully accountable for servicing and supporting CPWM self-directed clients - Able to clearly articulate business value proposition, matching clients with the correct set of products and services - Directly responsible for providing timely responses to client service requests, received via email, Salesforce service tickets, and other workflow queues - Provides exceptiona...