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Registered Wealth Investment Services Associate
Citigroup
๐
Jacksonville, United States
Location
Jacksonville
Posted
June 17, 2026
Commute
Local Area
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Job Description
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citiโs Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
**Responsibilities:**
+ Fully accountable for servicing and supporting Citiโs Investment and/or Banking clients.
+ Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
+ Directly responsible for providing timely responses to client service requests, received via telephone or email.
+ Provides exceptional support and issue resolutionโ all client issues will be owned end to end by the associate and will b...
**Responsibilities:**
+ Fully accountable for servicing and supporting Citiโs Investment and/or Banking clients.
+ Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
+ Directly responsible for providing timely responses to client service requests, received via telephone or email.
+ Provides exceptional support and issue resolutionโ all client issues will be owned end to end by the associate and will b...