Client Service Administrator -Advisor/Communications
- Location
- San Antonio, TX
- Listed
- Today
About the role
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
Qualifications & Requirements
College degree preferred or equivalent work experience.
Additional Information
All your information will be kept confidential according to EEO guidelines.
About the Company
Mindlance is a national recruiting company which partners with many of the leading employers across the country.
From Mindlance's careers page, first listed on Rolev.ai on November 14, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Client Service Administrator -Advisor/Communications job at Mindlance located?
This Client Service Administrator -Advisor/Communications position at Mindlance is located in San Antonio, TX. Always check Mindlance's application page for specific state eligibility or relocation policies.
How do I apply for the Client Service Administrator -Advisor/Communications position at Mindlance?
This listing links directly to Mindlance's SmartRecruiters application page. You can apply directly on Mindlance's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.