Entry-Level Wealth Services Associate – Client & Compliance

Citi; New York (NY); On-site; USD 26,000 - 48,000; Full time

Job summary

Citi Global Wealth in Singapore is seeking an entry-level Service Associate to execute day-to-day customer service activities in an on-site environment. The role focuses on resolving client inquiries, providing ongoing support, and adhering to Citi policies and guidelines in coordination with Customer Service.

The position emphasizes accuracy in research, compliance handling, and effective communication within a fast-paced banking setting.

Qualifications

• Strong verbal and written communication skills.
• Ability to influence and manage relationships across teams.
• Proven ability to solve problems creatively and efficiently.

Responsibilities

• Assist with compliance procedures and control systems documentation and inquiries.
• Ensure accuracy of research and compliance advice for sales team.
• Develop information on required changes in reports and procedures.
• Prepare written and verbal reports for senior management on status, issues and trends.
• Support sales force and management by implementing improvements.
• Understand how teams interact to meet Customer Service goals.
• Maintain exceptional client experience and adhere to Citi policies.

Skills

Verbal and written communication

Influencing and relationship skills

Problem solving

Education

Bachelor’s/University degree or equivalent

Job description

Citi Global Wealth in Singapore is seeking an entry-level Service Associate to execute day-to-day customer service activities in an on-site environment. The role focuses on resolving client inquiries, providing ongoing support, and adhering to Citi policies and guidelines in coordination with Customer Service.

The position emphasizes accuracy in research, compliance handling, and effective communication within a fast-paced banking setting.