About Smith Barney

 

Smith Barney, a division of Citigroup Global Markets, Inc., is the global private wealth management unit of Citigroup.  With more than 13,000 Financial Advisors in some 600 offices, Smith Barney offers a full suite of investment services.  Smith Barney offers a comprehensive benefits package for employees and their families including medical, dental, and vision plans; 401k Plan including company matching; stock purchase plan; pension plan; firm funded and supplemental life insurance, firm funded disability programs, employee discounts, and further opportunities.

 

Job Description

 

Operations Associate

 

 

Within the Branch Operations area, the Operations Associate is responsible for opening accounts, maintaining accurate records, receiving incoming securities and payments from clients and Financial Advisors, along with duties assigned in compliance with regulations and firm procedure. Strong attention to detail is essential in reviewing reports for accuracy and completeness. Computer experience and basic data entry skills are also needed.

 

Good communication and teamwork skills are required in assisting Financial Advisors and support staff with questions regarding documentation and account information. Strong organizational skills and the ability to handle multiple tasks are also critical to success in this position. The ability to work well under time pressures and meet deadlines is important in this role as the processing of new account documentation is time sensitive.

 

Smith Barney is an Equal Opportunity Employer M/F/D/V

 

Contact Information

 

If interested, please forward your resume to Sallye Brallier at:

            111 Santa Rosa Ave.

            Santa Rosa, CA  95404

            sallye.brallier@smithbarney.com

            Fax number (707) 526-1103