Client Relationship Officer - Costa Mesa - LFG

Citigroup Private Bank serves the financial needs of high net worth individuals. Our Private Bankers play a central role in delivering personalized, effective, and insightful financial solutions to meet client needs. Globally, Citigroup Private Bank has more than 4,000 employees in 90 offices, located in 58 cities, and manages more than $100 billion of client business volumes. Principal investment centers include: New York, London, Switzerland, Jersey, Hong Kong, Singapore and Tokyo. Through its product and service offerings, and by functioning as the gateway to the resources of the Citigroup companies, the Private Bank provides clients with comprehensive investment and banking choices. Products and Services include Investment Services, Global Trading Services, Risk Management, Credit and Lending, Alternative Investments Real Estate Services, Traditional Banking Services, Trust Services, Global Wealth Structuring, Art Advisory, Family Advisory Practice, and Law Firm Advisory Services. Citigroup is an Equal Opportunity Employer M/F/D/V.




 

 

Client Relationship Officer is an integral part of the sales organization of the US Market region who is responsible for three main activities: 1) Account Management; 2) Compliance and 3) Specific Sales Management Activities. Specifically:CRO is responsible for 1) account opening - completing documentation, managing all account opening inquiries and overseeing transfer of all documents and securities; 2) account maintenance - investigating reporting and pricing inquiries and maintaining ClientWise profiles; 3) Project One info - setting up relationship reports and aggregating account information; assigning member role and managing web enrollment. Compliance responsibilities include: 1) KYC New Profile - researching client information; entering client data into ClientWise and completing annual review; 2) KYC Annual Review - producing monthly report by Banker; researching changes; submitting annual review form and updating profiles. Sales Management includes being responsible for: 1) Managing Capital Contribution Loan Program and Affinity Group; 2) Managing IRA transfers and rollovers; 3) Referring Banking Products and Cash Management business to Bankers.



3-5 years of experience in financial industry; strong background and interest in the fields of operations and compliance

Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills

Knowledge of investment, banking and credit products desirable

Previous client service experience in related financial services field preferred

Systems, MS Office, etc. proficiency and aptitude

Licensing: series 6/7, 63/65, 66.

Bachelors degree required.