Christian Keiter
Jacksonville,FL
Summary
Accomplished Registered Wealth Investment Representative with a proven track record at Citi Global Markets, enhancing team productivity and mitigating risk through strategic project management and analytical prowess. Skilled in fostering ethical conduct and utilizing excel in delivering exceptional client service and operational performance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Registered Wealth Investment Representative
Citi Global Markets
01.2023 - Current
- Work closely with wealth fraud team and make available to answer and assist on any inquiry's to mitigate risk and protect clients as well as complete client outreach.
- Lead projects to enhance overall performance.
- Design systems to increase team productivity and efficiency.
- Collaborate with team members to identify potential firm risk to elevate to supervision and mitigate firm exposure.
- Asses processes and provide feedback and suggestions to senior management to identify client pain points and barriers to exceptional service.
- Support WIS teammates by answering questions via chat from both tenured and new associates.
- Provide quality assurance monitoring in operational work such as document processing and account modifications and maintenance.
- Trade equities, mutual funds, fixed income, options and margin.
Universal Banker
Truist
12.2022 - 01.2023
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted with recognizing fraud and supporting our fraud processes.
- Assisting with fraud processes such as freezing accounts for client safety, following KYC procedures and making outbound calls.
Education
Bachelor of Science - Finance
California University of Pennsylvania
California, PA05.2021
Skills
- Goal-Oriented
- Investment performance analysis
- Equity markets
- Project management
- Analytical mindset
- AML compliance knowledge
- Critical thinking abilities
- Ethical Conduct Standards
- Technical acumen
- Verbal and written communication
- Telephone and email etiquette
Accomplishments
- Established standards on document processing for improved efficiency, resulting in better client satisfaction.
- Created a rule set for account modification, reducing errors and enhancing accuracy.
- Directed three productivity projects, leading to significant improvements in workload management.
- Developed document volume tracking spreadsheets using Microsoft Excel.
Certification
- SIE
- Series 7
- Series 66
Timeline
Registered Wealth Investment Representative
Citi Global Markets
01.2023 - Current
Universal Banker
Truist
12.2022 - 01.2023
Bachelor of Science - Finance
California University of Pennsylvania
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