Citigold Private Client Service Associate

Citi

San Antonio (TX)

On-site

USD 49,010 - 68,390

Full time

14 days+

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Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

A multinational financial services company in San Antonio is seeking a Client Service Associate to support sales through exceptional client service. Responsibilities include managing client inquiries, ensuring compliance with KYC/AML regulations, and driving process improvements. Ideal candidates should have a Bachelor's degree and some experience in client service within financial services. This position offers competitive compensation and opportunities for career growth.

Qualifications

0-2 years of experience in Client Service and/or Sales in financial services.
Basic understanding of KYC and AML concepts.
Excellent verbal and written communication skills.

Responsibilities

Articulate business value proposition to clients.
Attend to client service requests through telephone or email.
Manage customer claims and complaints according to policy.

Skills

Client Service

Communication skills

Teamwork

Attention to detail

Education

Bachelor's Degree or equivalent experience

Tools

Salesforce

Microsoft Office (Excel, Outlook, Word)

Job description

Citigold Private Client Service Associate

Join to apply for the Citigold Private Client Service Associate role at Citi

Citigold Private Client Service Associate

1 day ago Be among the first 25 applicants

Join to apply for the Citigold Private Client Service Associate role at Citi

The Telesales Specialist 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:

0-2 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

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Job Family Group:

Consumer Sales

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Job Family:

Telesales

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Time Type:

Full time

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Primary Location:

San Antonio Texas United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 22, 2025

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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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level