Client Services Associate
Citi
New York, NY0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Customer serviceBloombergMicrosoft Office
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Customer service79%Microsoft Office25%of 24 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
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About the Role
The Client Services Associate is a developing professional role that identifies policy and applies specialty knowledge in monitoring and assessing processes and data.
Key Responsibilities
- High proficiency of Capital Markets, Bloomberg, Reuters, and Microsoft Office.
- Monitor money managers' performance and update monthly.
- Provide high-level support to Securities Specialists including, but not limited to:
- Client market updates
- New account opening and modification
- Documentation approval
- Wire transfers
- Journals
- Stock transfers
- Account maintenance
- Capital call notices
- Fixed income maturities
- Settled free cash
- Reorganization notices
- Performance reporting
- Executive Financial Services requests
- Build and maintain relationships with the client base.
- Be familiar with target clients for various investment products and offerings.
- Manage high call volume, screen, and prioritize phone calls.
- Take initiative with client inquiries.
- Depending on the business model, liaise with the Private Banking Universe including Private Bankers, ROs, Investment Counselors, Securities Specialists, and/or the Wealth Team including Advisors, Relationship Managers, Investment Counselors.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. This includes:
- Driving compliance with applicable laws, rules, and regulations.
- Adhering to Policy.
- Applying sound ethical judgment regarding personal behavior, conduct, and business practices.
- Escalating, managing, and reporting control issues with transparency.
Requirements & Tech Stack
- Capital Markets
- Bloomberg
- Reuters
- Microsoft Office (including Microsoft Office Suite)
Qualifications
- 0-2 years relevant experience.
- Strong organizational skills.
- Ability to manage multiple concurrent deadlines.
- Time management skills.
- Strong Communication Skills.
- Bachelor's/University degree or equivalent experience.