HR Associate
DHD Consulting
Licensed Client Service Associate
Citi
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $74,390 - $103,810 per year
Job Level
JuniorMid-Level
About the role
- Deliver wealth management services to clients with guidance from the Banker teams.
- Integrates in-depth specialty knowledge with a solid understanding of industry standards and practices.
- Applies analytical thinking and knowledge of data analysis tools and methodologies; breaks down information in a systematic and communicable manner.
- Demonstrates developed communication and diplomacy skills to exchange potentially complex/sensitive information.
- Appropriately assess risk when business decisions are made, driving compliance with applicable laws, rules and regulations and adhering to Policy.
- Escalate, manage and report control issues with transparency.
- Provide quality and timely service that affects the effectiveness of own team and related teams.
Requirements
- 2-5 years relevant experience
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
- Ability to problem solve and analyze data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience
- strong background and interest in the fields of operations and compliance
- previous sales referral experience
- Knowledge of investments, banking, and credit products
- US: Licenses: Series 7/63 or 7/66 or willing to acquire
- Education: Bachelor's/University degree or equivalent experience
