Citi Licensed Customer Associate 2 in San Antonio, Texas

  • Primary Location: United States,Texas,San Antonio

  • Education: High School Diploma/GED

  • Job Function: Operations Customer Service

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16051739


National Investor Center Licensed Customer Associate will provide Account Opening, basic and complex servicing to

NIC/CWM clients via telephone, mail, workflow queues and email. They must be extremely positive representatives of

the overall NIC/CWM brand, as they will be the primary point of contact for NIC/CWM FAs and clients for New Account

Opening/Asset Transition. NIC Licensed Customer Associates are expected to provide world class customer service

where the focus is on client satisfaction and deepening relationships.

Job Responsibilities

• Efficiently manage inquiries from NIC/CWM FAs and Clients for New Account Opening/Asset Transition

• Strong problem solving and decision making skills, combined with an understanding of regulatory requirements are

required to perform job functions.

• Interprets procedures/ instructions to resolve problems within established policies and procedures, while adhering to

banking and brokerage regulatory requirements.

• Works under little to no direct supervision while performing job duties

• As required, may train lower level team members.

• Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team

objectives; and, impacts the business by ensuring the quality of the tasks or services provided.

• Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and

resources to achieve the objectives of the function.


Strong Computer Skills (MS Office)

• Excellent verbal and written skills

• Ability to build rapport over the phone

• Ability to be flexible with work schedule to include weekends and evening

• Proven success working in a team environment

• Attention to detail

• Organization skills

• Solid work ethic, professionalism, and positive attitude

• Ability to thrive in a dynamic work environment Required Licensing

• Active Series 7,63, 65 or 66



• College degree preferred, or equivalent work experience

• Minimum of 1 year Investment Industry experience Bi-lingual Skills Spanish or Mandarin/Cantonese language skills