- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... 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… more
- Citigroup (Tampa, FL)
- …financial regulations & taxes, a keen understanding of the intricacies of wealth management. **Key Responsibilities:** **Quality Assurance:** Support the QA ... Client Tax Operations Quality Assurance (QA) team in our Wealth division. The Global Regulatory Reporting & Client Tax...& Client Tax Operations Quality Assurance (QA) VP will support rolling out and implementation of the quality assurance… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Citigroup (Boca Raton, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Jacksonville, FL)
- …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 ... is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting Citi 's Investment and/or Banking clients. + Able to clearly… more
- Citigroup (Tampa, FL)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic ... believes in its talent.** Due to significant and continued investment , Citi 's technology team is growing. We're...users. **Functional Key Responsibilities** + Provide technical and business support for users of Citi , providing quick… more
- Citigroup (Miami, FL)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (Miami, FL)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to… more
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **Overview of the Role** Citi , the leading global bank, has approximately 200...We'll enable growth and progress together. The Big Data Support Engineer accomplishes results through the management of professional… more
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