- Citigroup (San Antonio, TX)
- …Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for ... (CPWM) provides banking and wealth management services to our Citigold and Citigold Private clients...services. + Directly responsible for providing timely responses to client service requests, received via telephone or… more
- Citigroup (San Antonio, TX)
- The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily ... proposition (products and services). + Effectively and timely attend to client service requests received via telephone or email. + Provides exceptional support… more
- Citigroup (Jacksonville, FL)
- The Senior Group Manager for the Citigold Client Service teams is responsible for implementation and execution of the service model strategy for clients ... in the Citigold (CG) and Citigold Private Client (CPC) relationship...reporting to meet goals. The Senior Group Manager for Citigold Client Service leads and… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... some instances FAs as well. + Effectively executes the implementation of the CPWM/ Citigold team strategy. + Held accountable for RSMs' territories to include revenue… more
- Citigroup (Hewlett, NY)
- …operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures wealth management in the workplace ... and investment advice to our Citigold (R) and Citigold (R) Private Client segments. Senior...capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong… more
- Citigroup (Downey, CA)
- …operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures wealth management in the workplace ... and investment advice to our Citigold (R) and Citigold (R) Private Client segments. Senior...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… more
- Citigroup (Jacksonville, FL)
- …using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client , Citigold , Priority, and Everyday Banking tiers. ... and account opening for new clients + Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available +… more
- Citigroup (New York, NY)
- …all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. US ... and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as...Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their… more