- 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 (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Citi ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their... Private Client and Citigold have... Private Client and Citigold have Financial Advisors covering… more
- Citigroup (Washington, DC)
- …+ 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 (Washington, DC)
- …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 (Queens, 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 (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)
- …operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures wealth management in the workplace ... wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset classes, markets,… more
- Citigroup (New York, 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- Citigroup (New York, NY)
- …and implement enablement programs that enhance operational efficiency and improve client service delivery, within an access-controlled and risk-approved ... data visualization and reporting efforts, ensuring that everyone from client advisors to senior management have the data and...Wealth franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold … more