Due Diligence Analyst
Galileo Financial Technologies
Intermediate Telesales Representative
Citi
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida
Visit company websiteSalary
💰 $62,620 - $87,380 per year
Job Level
JuniorMid-Level
About the role
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients
- Clearly articulate business value proposition, matching clients with the correct set of products and services
- Provide timely responses to client service requests received via telephone or email
- Provide exceptional support and issue resolution; own client issues end to end with a closed loop process
- Handle inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required)
- Ensure customer claims and complaints are handled in accordance with FINRA and firm policy
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Build rapport with clients and utilize Salesforce regularly for communication of issues/tasks/opportunities
- Build rapport with back-office staff and seek out highest level of support from those teams
- Provide timely feedback to senior management to identify client pain points and suggest process improvements
- Respond to client requests for investment products and refer clients to Financial Advisors when requested
- Identify prospective clients interested in becoming new clients and execute client contact campaigns
- Proactively contact clients to identify needs and deepen relationships
- Complete all required trainings pertaining to the function in a timely manner
- Appropriately assess risk when making business decisions and escalate, manage and report control issues with transparency
Requirements
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
- Excellent verbal and written communication skills
- Ability to communicate at a professional level
- Positive and can-do attitude
- Excellent people skills and ability to work in a team environment
- Capable of working independently within established procedures and make decisions without manager approval
- Able to perform multiple functions with a high degree of accuracy
- Strong desire to create a top-notch client experience with every client every day
- Open to receiving feedback on a frequent basis
- Ability to support a diverse array of products and services
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
- US Registered FINRA Series 7 & 63 Required
- Bachelor’s/University degree
