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SALES ASST
| Details |
Country: USA
Location: NY New York
Total applied: 36
Job Type: Employee
Job Status: Full Time
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SALES ASST
Citigroup's story is well known - the first financial services company in the United States to bring together banking, insurance, investments and e-commerce, under one-umbrella. Our major brands are Citibank, CitiFinancial, Primerica, and Salomon Smith Barney. Citigroup's 270,000 employees manage 190 million customer accounts across more than 100 countries. As one of the largest financial services companies in the world, Citigroup is diverse and expansive - globally, ethnically and intellectually. We are proud to be recognized as one of the 100 Best Companies for Working Mothers (Working Mother Magazine) and one of the top US Companies for Asians, Blacks and Hispanics (Fortune Magazine). Citigroup is a company for people who want to make a difference, and who thrive in an environment of change, challenge and competition. Citigroup is an Equal Opportunity Employer M/F/D/V.
Position Summary: Assist Financial Executive (FE) to achieve business goals.
Position Objective: Help FE handle daily transactions while adhering to compliance and regulatory policies.
Position Responsibilities:Perform all service transactions for clients.Perform all operational tasks and may place transactional trades as appropriate. Answer client questions about their account. Maintain files and supplies. Answer the phone. Assist FE in organizing and implementing calls/trips, appointments and other sales activities. Prepare and distribute outgoing mail for FE. Track daily MIS for FE. Interface with cross-functional departments to trouble shoot problems. Develop relationship with external vendors and existing clients. Assist FE in client data collection and input, producing reports, etc.
College Degree (2 or 4 year degree)
Experience: Financial Associate or Customer Service position in Financial Services 2-3 years experience. Some sales support and/or operations experience in the financial service industry highly desired.
Skills/Abilities: Independent and proactive worker; professional appearance and demeanor; ability to work under pressure; process-oriented;
Licensed (7, 63).
LANGUAGE SKILLS: Portuguese or Spanish preferred.
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