Citigold Service Associate

About the Role

Start or advance your professional journey with Citi, one of the most global banking institutions. This role offers comprehensive on-the-job training, exposure to senior leaders, and traditional learning avenues. Additionally, employees can participate in community service initiatives to foster positive local impact.

The Citi Global Wealth team supports clients across the wealth spectrum, providing services that enhance liquidity, optimize yields, facilitate cross-border and currency transactions, and manage cash flow fluctuations. Our global network enables us to meet diverse banking needs internationally.

Role Overview

The Service Associate is an entry-level position focused on delivering day-to-day customer service responsibilities in alignment with Citi’s policies and standards, working collaboratively with the Customer Service team. The role involves resolving client inquiries and providing continuous customer support.

Key Responsibilities

• Assist in managing compliance procedures and control systems within the business review department by monitoring, researching, and responding to compliance inquiries across all products.
• Ensure precise compliance advice and research for the sales team.
• Contribute to refining reports and procedural adjustments.
• Help prepare verbal and written management reports detailing compliance status, trends, and challenges.
• Support sales and management teams by executing recommendations for improvements and enhancements.
• Leverage understanding of team interactions to achieve customer service objectives.
• Consistently meet client needs while delivering excellent customer experiences, measured by specific performance indicators.
• Evaluate risks diligently when making business decisions to protect Citigroup's reputation, clients, and assets by ensuring compliance with laws, policies, and ethical standards; promptly escalate and report control issues transparently.

Candidate Qualifications

• Prior relevant work experience is preferred.
• Strong verbal and written communication skills.
• Effective influencing abilities and relationship management.
• Demonstrated creativity in problem-solving.

Education

• Bachelor’s degree or equivalent professional experience required.

Additional Information

This description outlines key work duties but is not exhaustive; other related tasks may be assigned as needed.

Citi is an equal opportunity employer committed to diversity and inclusion without regard to race, religion, gender, sexual orientation, disability, or other protected statuses. Reasonable accommodations are available for applicants with disabilities.