Licensed Client Service Associate - FOUNTAIN VALLEY

Citibank (Switzerland) AG; Fountain Valley, Northern (CA, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical coverage

Dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base.

Candidates should have 2–5 years of relevant experience, knowledge of investments and banking products, and a Series license; a Bachelor's degree is required. This is a full-time, on-site position in a regulated, client-facing environment.

Qualifications

• 2-5 years relevant experience in wealth management or finance.
• Ability to manage multiple deadlines with strong organizational skills.
• Ability to analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client-facing experience; sales referral exposure preferred.
• Knowledge of investments, banking, and credit products.
• US: Licenses such as Series 7/63 or 7/66 required.
• Education: Bachelor's degree or equivalent experience.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk in business decisions, ensuring regulatory compliance and safeguarding Citi.
• Escalate, manage and report control issues with transparency to senior teams.
• Maintain effective client relationships and assist with portfolio activity and updates.

Skills

Wealth management experience

Time management

Data analysis

Strong communication

Client-facing experience

Investment product knowledge

Series 7/63 or 7/66 license

Education

Bachelor's degree or equivalent

Job description

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 required
• Education: Bachelor's/University degree or equivalent experience

Job Family Group: Private Client Coverage

Job Family: Client Services

Time Type: Full time

Primary Location: Fountain Valley California United States

Primary Location Full Time Salary Range: $74,390.00 - $103,810.00

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.

• medical
• dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• 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.

Most Relevant Skills Please see the requirements listed above.

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

Anticipated Posting Close Date: Sep 16, 2026

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.