at Citi
Bulge Bracket Investment BanksPosted 2 days ago
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**Client Services Associate** at Citi in Great Neck, NY. Monitor Capital Markets, Bloomberg, Reuters, and Office Suite, support securities specialists in various tasks. Manage high call volumes and liaise with teams. Requires 0-2 years of experience, strong organizational and communication skills, and a Bachelor's degree. Responsibilities involve high proficiency in various platforms and tools, support to securities specialists, client relationship management, and managing high call volumes. The role demands strong organizational and communication skills, proficiency in Microsoft Office, and the ability to manage multiple tasks and deadlines. Apply now.
- Compensation
- $61,280 – $85,520 USD
- City
- Great Neck
- Country
- United States
Currency: $ (USD)
Full Job Description
Client Services Associate
Job Req Id:
26966068
Location(s):
Great Neck, New York, United States
Job Type:
Hybrid
Posted:
Mai. 22, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
- High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly
- Provide high level of 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 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 business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or 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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 0-2 years relevant experience
- Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
- Strong Communication Skills
- Proficient in Microsoft Office Suite
Education:
- Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Client Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Great Neck New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
May 28, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).
View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.
