Client Service Administrator -Advisor/Communications

Company Description

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com.

Job Description

The National Investor Center provides brokerage servicing and financial advisory assistance for Citi Personal Wealth Management clients that do not have a locally based Citi Financial Advisor. The client base is International.

Position Summary:
Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

Job Responsibilities:
• Process & follow up on service requests to ensure completion in a timely manner.
• Set appropriate timeline expectations for requests and follow up within that time frame.
• Research/resolve problems with both internal/external clients in accurate/timely manner.
• Ability to handle a high volume of requests in a fast paced environment.
• Provide world class customer service to both internal and external clients in all interactions.
• Participate in projects and/or remediation efforts as needed including pilot programs.
• Work with Representatives, Management, and Middle Office Operations as needed.
• Other duties as assigned.

Qualifications:
• College preferred or equivalent experience.
• Basic clerical and administrative skills.
• Effective written and verbal communication skills.
• Excellent interpersonal and client service skills.
• Organizational skills, attention to detail and excellent follow up skills.
• Ability to research/resolve problems and service inquiries and escalate when appropriate.
• Strong computer skills, Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.
• Be self-motivated and able to work in a strong team and high activity environment.

Preferred Experience:
• Minimum of 1 year Investment Industry experience.

Thanks & Regards,
Madhumita Paul
732-898-1997

Qualifications

College degree preferred or equivalent work experience.

Additional Information

All your information will be kept confidential according to EEO guidelines.