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Posted: 10/16/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and sales within financial services, with a strong focus on compliance, relationship building, and effective communication. Proficient in managing client inquiries and providing tailored solutions while adhering to regulatory standards.
Highest-signal resume keywords
Client Service ExperienceSales Experience in Financial ServicesUS Registered FINRA Series 7 & 63KYC/AML Compliance KnowledgeSalesforce Proficiency
About the role
Key responsibilities & impact- Service and support Citi’s Investment and/or Banking clients
- Clearly articulate the business value proposition and match clients with the correct products and services
- Provide timely responses to client service requests received via telephone or email
- Provide exceptional support and own client issues end to end through a closed loop process
- Handle inquiries and requests related to banking and/or investment operations, including placing unsolicited securities trades
- Ensure customer claims and complaints are handled in accordance with FINRA and firm policy
- Adhere strictly to KYC/AML and other compliance norms
- Build rapport with clients and use Salesforce for communication of issues, tasks, and opportunities
- Build rapport with back-office staff and seek the highest level of support from those teams
- Provide feedback to senior management on client pain points and process-improvement opportunities
- Respond to requests for investment products and refer clients to Financial Advisors when requested
- Identify prospective clients interested in becoming new clients
- Execute client contact campaigns defined by Sales Management/Segments
- Proactively contact clients to identify needs and deepen relationships
- Complete all required function-related training on time
- Assess risk in business decisions and drive compliance with applicable laws, rules, regulations, and policies
- Escalate, manage, and report control issues transparently
Requirements
What you’ll need- 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, continuous feedback will be crucial to the success of the team
- 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
- Series 66/65 preferred
- Bachelor's/University degree or equivalent experience
Benefits
Comp & perks- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementInvestment Operations KnowledgeSecurities TradingRisk AssessmentProcess ImprovementMicrosoft Office (Excel, Outlook, Word)Product KnowledgeDecision MakingProblem Solving
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationTeam CollaborationPositive AttitudeNetworking Skills
Tools & Technologies
Salesforce
Certifications & Qualifications
US Registered FINRA Series 7US Registered FINRA Series 63Series 66/65 (Preferred)
Industry Keywords
Financial ServicesBankingInvestmentsInsuranceKYCAMLClient ExperienceComplianceClient InquiriesSales Management