Client Services Associate

Citigroup Inc.; San Francisco (CA); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in San Francisco, CA is seeking a Client Services Associate to support securities professionals, manage client accounts, and handle routine processing tasks. You will monitor markets, assist with new accounts and documentation, and maintain strong client relationships.

The role requires 0–2 years experience, proficiency with Microsoft Office, and excellent organizational and communication skills. It is a full-time position with salary commensurate with experience.

Qualifications

• 0-2 years relevant experience
• Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
• Strong Communication Skills
• Proficient in Microsoft Office Suite

Responsibilities

• Monitor money managers performance and update monthly
• Provide high level of support to Securities Specialists including client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
• Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
• Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
• Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
• 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.

Skills

Organizational skills

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly
• Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
• Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
• Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
• Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
• 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 relevant experience
• Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
• Strong Communication Skills
• Proficient in Microsoft Office Suite

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Client Services

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$61,280.00 - $85,520.00

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. Available offerings may vary by jurisdiction, job level, and date of hire.

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

Anticipated Posting Close Date:

Oct 29, 2026

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.