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Client Services Associate at Citi - ApplyBlast

Client Services Associate

Citi

4 months ago

3.6 on Glassdoor

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Services Associate at Citi monitors fund performance, manages client accounts, and provides high-level support to Securities Specialists within the Private Client Coverage team. The role involves handling client inquiries, maintaining records, liaising with various banking units, and ensuring compliance with firm policies and regulations during business transactions.

Responsibilities

Monitor money managers performance and update monthly reports
Provide support for new account openings and modifications
Manage high call volumes and prioritize client inquiries
Liaise with private banking teams and relationship managers
Assess risk and drive compliance with firm regulations

Skills

Qualifications

Bachelor's Degree

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.