Licensed Client Service Associate

Citibank (Switzerland) AG; California, Northern (MO, KY); Hybrid; USD 74,000 - 104,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life and disability insurance

Wellness programs

Paid time off

Job summary

Citibank (Switzerland) AG is seeking a Licensed Client Service Associate in City Of Industry, California, a hybrid full-time role posted today. You will deliver wealth management services to clients with guidance from the Banker teams and uphold strict risk controls and regulatory compliance.

The ideal candidate has 2–5 years of relevant experience, strong communication, and a background in operations and compliance. A Series license within 150 days is required; Bachelor's degree is expected.

Qualifications

• 2–5 years relevant experience.
• Ability to manage multiple deadlines with strong organizational skills.
• Ability to problem solve with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; interest in operations and compliance; sales referral experience.
• Knowledge of investments, banking and credit products.
• US licenses: Series 7/63 or 7/66 required within 150 days.

Responsibilities

• Deliver wealth management services to clients under banker guidance.
• Assess risk and ensure compliance with laws, regulations, and Citi policies.
• Escalate and report control issues with transparency.

Skills

Client facing experience

Time management

Problem solving & data analysis

Verbal and written communication

Operations & compliance interest

Sales referral experience

Knowledge of investments, banking, and

Education

Bachelor's degree or equivalent experience

Job description

## Licensed Client Service AssociateApply: Hybrid: City Of Industry California United States: Full time: Posted Today: 26979785The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:*** Deliver wealth management services to clients with guidance from the Banker teams.* 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:*** 2-5 years relevant experience* Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients* Ability to problem solve and analyze data with demonstration of attention to detail* Strong verbal and written communication skills* Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products* US: Licenses: Series 7/63 or 7/66 or must be must be obtained within 150 days of starting in the role.**Education:*** Bachelor's/University degree or equivalent experience------------------------------------------------------## **Job Family Group:**Private Client Coverage------------------------------------------------------## **Job Family:**Client Services------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**City Of Industry California United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$74,390.00 - $103,810.00In 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.