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Registered Wealth Investment Services Associate

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Citigroup
๐Ÿ“ Jacksonville, United States
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Location Jacksonville
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Posted June 17, 2026
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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 Citiโ€™s 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 Citiโ€™s 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...

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๐Ÿ“ Location Details

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City
Jacksonville
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Country
United States
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Commute
Local Area

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