Job Posting

Title/Position: Citi Wealth Management - Licensed Service Analyst
Organization: Citi
Category: Customer Service
Employment: Full Time
Location: 4600 Houston Road, Florence, KY 41042


Citi Personal Wealth Management (CPWM) Investments Servicing Licensed Customer Service Analyst provides brokerage servicing assistance for local and international Citi clients. This position required a Series 7 Brokerage and 63 Securities License.  Apply today

 Position Summary:

CPWM Investments Servicing Licensed Customer Service Analyst will provide world class client service with key focus on client satisfaction and deepening relationships for brokerage clients. The Investment Service Licensed Customer Service Analyst will also respond to customer inquiries and effectively use skills to service brokerage (limited) needs. This person will develop a strong working knowledge of internal policies and procedures as applicable to perform job duties and navigate computer systems. In addition, strong problem solving skills and decision making skills will be used to resolve concerns, provide full brokerage account servicing, and support trading with expertise. The Investment Analyst will work with limited supervision and set high standards for self, achieve performance objectives by creating a clear path toward ethical and sustainable results and live Citi’s values to ensure systemically responsible outcomes while achieving performance targets.   This person will contribute to a culture of meritocracy and transparency, and celebrating excellence, initiative and courage.

 Job Responsibilities:

  • Respond to inbound phone inquiries regarding specific brokerage related questions and concerns
  • Utilize strong problem solving skills and effective decision making to resolve inquiries
  • Develop relationships with existing clients and build relationships with new clients.
  • Manage client follow-up and adhere to all Regulatory, Compliance operating procedures
  • Consistently achieve performance targets

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