- 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 (Irving, TX)
- …US Retail Bank including Citigold and Citigold Private Client (CPC). These business segments generally service affluent and high net worth clients. ... deliver informed risk management credible challenge to optimize operational and client services for a highly transactional business with customers and transactions… 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 (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 ... 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 (Los Angeles, 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 (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 (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 (Bronxville, 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