Bilingual Wealth Client Services Associate

Citigroup Inc.; New York (NY); On-site; USD 78,000 - 109,000; Full time

Job summary

Citigroup Inc. in New York seeks a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes risk-aware decision making and effective client engagement.

The candidate will assess risk, ensure regulatory compliance, and communicate complex information clearly while supporting investments, banking and credit products. Fluency in Spanish and English is required.

Qualifications

• 2–5 years relevant experience.
• Strong organizational and time management skills.
• Problem solving and data analysis abilities with attention to detail.
• Knowledge of investments, banking and credit products.
• US: Licenses Series 7/63 or 7/66 required.
• Bilingual in Spanish and English.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk and ensure compliance with laws, rules and Citigroup policies; escalate and report control issues.

Skills

Experience management

Data analysis

Communication skills

Client facing

Bilingual (Spanish/English)

Education

Bachelor's degree

Job description

Citigroup Inc. in New York seeks a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes risk-aware decision making and effective client engagement.

The candidate will assess risk, ensure regulatory compliance, and communicate complex information clearly while supporting investments, banking and credit products. Fluency in Spanish and English is required.