Licensed Client Service Associate

Citigroup; New York (NY); Presencial; USD 78.000 - 109.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid holidays

Vacation time

Sick leave

Descripción de la vacante

Citigroup's Private Client Coverage unit seeks a Licensed Client Service Associate to support wealth management services for clients in Staten Island, NY. This role blends specialty knowledge with strong compliance and client service skills.

You will work with Banker teams to deliver services, assess risk, and ensure adherence to laws and Citi policies while maintaining high-quality, timely client support and clear communication.

Formación

• 2–5 years of relevant experience
• Client facing experience in operations and compliance
• Knowledge of investments, banking and credit products
• License: US Series 7/63 or 7/66 or willing to acquire

Responsabilidades

• Deliver wealth management services to clients with guidance from Banker teams.
• Assess risk in business decisions, ensuring compliance with laws, policy, and ethical standards; escalate and report control issues transparently.

Conocimientos

Client facing experience

Communication skills

Organizational skills

Time management

Problem solving

Data analysis

Investments knowledge

Banking products knowledge

Credit products knowledge

Educación

Bachelor's degree

Descripción del empleo

The 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 willing to acquire

Education

• Bachelor's/University degree or equivalent experience

Job Family Group: Private Client Coverage

Job Family: Client Services

Time Type: Full time

Primary Location: Staten Island New York United States

Primary Location Full Time Salary Range: $78,320.00 - $109,280.00

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Benefits

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• 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.

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

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.

Anticipated Posting Close Date: Nov 02, 2026