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⏰ Full-time

Registered Wealth Investment Services Associate

Citigroup
Location 📍 Jacksonville, United States
Posted 📅 June 13, 2026
Work Type ⏰ Full-time

Position Overview

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 Citi’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 Citi’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 resolution– all client issues will be owned end to end by the associate and will b...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Jacksonville, United States