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Licensed NIC Account Opening Associate at Citi - ApplyBlast

Licensed NIC Account Opening Associate

Citi

13 days ago

3.6 on Glassdoor

San Antonio, Texas, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Licensed NIC Account Opening Associate provides client service and sales support for Citi's Investment and Banking clients, primarily through inbound and outbound calls. The role focuses on assisting clients in opening new Self-directed accounts while ensuring compliance with KYC and AML procedures. The associate is responsible for managing client inquiries, resolving issues, and identifying opportunities to deepen client relationships.

Responsibilities

Service and support investment and banking clients through inbound and outbound calls
Execute client account opening processes while adhering to KYC and AML procedures
Handle banking and investment operations including placing unsolicited securities trades

Skills

Qualifications

US Registered FINRA Series 7 & 63Series 66/65

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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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.