Top 80 Inbound sales representative Jobs in Ft Sm Houston Tx

Wealth Service Associate
Citi —San Antonio, TX
- $49,010 - $68,390 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
6d
San Antonio FC Sales Representative
San Antonio Spurs Sports & Entertainment —San Antonio, TX
- Weekends as needed
- Spanish
- Microsoft Excel
- Ability to walk for extended periods
Quick Apply
8d
Outside Sales Representative
3C Industrial, LLC —Cibolo, TX
- $50,000 - $65,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Wellness program
- Health insurance
Quick Apply
Outbound Sales Representative — Insurance (Allstate Agency) Hybrid
Stillwater Risk Management I, LLC —San Antonio, TX
- $42,000 - $112,000 a year
- Full-time
- Spanish
- English
- In-person
- Health insurance
- Dental insurance
Quick Apply
Customer Service Specialist
Tiger Sanitation, LLC —San Antonio, TX
- $15.45 an hour
- Full-time
- Bilingual
- High school diploma or GED
- In-person
- Paid holidays
- Health insurance
Customer Service Representative
CULLIGAN OF SAN ANTONIO —San Antonio, TX
- $18.25 - $19.00 an hour
- Overtime
- Microsoft Outlook
- Ability to walk for extended periods
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
4d
CSR
La Familia Insurance —San Antonio, TX
- $14 - $18 an hour
- Rotating shift
- Background check
- 18 years or older
- Spanish
Customer Outreach Service Activation
Spectrum —San Antonio, TX
- Full-time
- English
- Mid-level
- Residential
- Opportunities for advancement
Customer Service Representative Mid-Shift
Mr. Greens Produce —San Antonio, TX
- Weekends as needed
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
Baird Foundation Repair —San Antonio, TX
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Inbound Sales Role
My Education Solutions —San Antonio, TX
- Weekends as needed
- Mid-level
- Computer skills
- 2 years
- Health insurance
- Paid time off
Quick Apply
Licensed Insurance Sales Representative (Remote / Home-Based)
Allstate —San Antonio, TX
- $18 an hour
- Weekends as needed
- Remote
- Computer literacy
- High school diploma or GED
- US work authorization
- Paid training
- Dental insurance
Chevrolet BDC Sales Representative
Gunn Chevrolet, LTD —Selma, TX
- $30,000 - $50,000 a year
- Dealership
- Entry level
- Paid jury duty
- Paid holidays
Insurance Agent and Customer Service Representative
Capital Insurance Agency of San Antonio Inc —San Antonio, TX
- $20 - $40 an hour
- Part-time
- Spanish
- English
- Analysis skills
- Flexible schedule
Quick Apply
8d
Customer Service Representative
Arlon Graphics LLC —San Antonio, TX
- Spanish
- Microsoft Excel
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Call Center Sales Representative
Spectrum —San Antonio, TX
- From $18 an hour
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Opportunities for advancement
7d
Sales BDC Appointment Setter
UNIVERSAL TOYOTA —San Antonio, TX
- Full-time
- Dealership
- Business development
- Driving
- Opportunities for advancement
BDC Sales
South Texas Auto Group —San Antonio, TX
- From $2,500 a year
- Dealership
- Computer literacy
- High school diploma or GED
- Paid training
- Disability insurance
Quick Apply
Inside Sales Representative
TWO MEN AND A TRUCK® —San Antonio, TX
- $20 an hour
- Office
- Entry level
- Health insurance
- Opportunities for advancement
Quick Apply
Inside Sales Associate Manager
Hayes Handpiece Franchises, Inc. —San Antonio, TX
- $90,000 - $135,000 a year
- Full-time
- Remote
- Marketing
- Public speaking
- Mid-level
Quick Apply

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Wealth Service Associate

Citi -
San Antonio, TX

Apply Now

Job Details

Full-time
$49,010 - $68,390 a year
6 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

KYC
Investment
Compliance risk assessment
Banking risk management
Financial sales
Microsoft Excel
Email customer support
Microsoft Outlook
Promoting products
Phone communication
Professional ethics
Regulatory compliance
Promoting bank products
Process improvement
Mid-level
Post-sales issue resolution
Managing clients in a customer support role
Salesforce Cloud
Direct sales business model
Bachelor's degree
Client retention
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Decision making
Client services
Investment account customer support
Sales management systems proficiency
CRM system proficiency
Relationship building in financial sales
Telemarketing
2 years

Full Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Wealth Associate role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Responsibilities:

Clearly articulate business value proposition (products and services).
Effectively and timely attend to client service requests received via telephone or email.
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Ensures that KYC/AML and other compliance norms are strictly adhered to.
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
Builds a rapport with back-office staff and seek out highest level of support from those teams.
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
React to client needs for investment products by referring such clients to licensed investment representatives.
Complete client contact campaigns as defined by Sales Management
Support ad-hoc initiatives/projects as required by Sales Management
Complete all required trainings pertaining to the function in a timely manner.
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:

2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Positive and can-do attitude.
Excellent people skills and ability to work in a team environment.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Strong desire to create a top-notch client experience with every client every day.
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.

Education:

Bachelor's Degree/University degree or equivalent experience

Job Family Group:

Consumer Sales

Job Family:

Telesales

Time Type:

Full time

Primary Location:

San Antonio Texas United States

Primary Location Full Time Salary Range:

$49,010.00 - $68,390.00

In addition to salary, Citi’s 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.

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:

Jul 30, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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.

Apply Now

Refine Your Search

inbound sales representative jobs in ft sm houston tx

Wealth Service Associate

San Antonio FC Sales Representative

Outside Sales Representative

Outbound Sales Representative — Insurance (Allstate Agency) Hybrid

Customer Service Specialist

Customer Service Representative

CSR

Customer Outreach Service Activation

Customer Service Representative Mid-Shift

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Inbound Sales Role

Licensed Insurance Sales Representative (Remote / Home-Based)

Chevrolet BDC Sales Representative

Insurance Agent and Customer Service Representative

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Sales BDC Appointment Setter

BDC Sales

Inside Sales Representative

Inside Sales Associate Manager

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