Licensed Wealth Client Services Associate

Citigroup Inc.; Chicago (IL); On-site; USD 69,000 - 96,000; Full time

Job summary

Citigroup Inc. in Chicago, IL is seeking a Licensed Client Service Associate to support wealth management clients under Banker supervision.

This role blends analytical thinking with financial product knowledge, ensuring service quality and timely delivery while upholding Citi standards. The position requires 2–5 years of relevant experience, a Bachelor's degree, and licenses (Series 7/63 or 7/66 or willingness to acquire).

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple deadlines with strong organizational skills.
• Ability to problem solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; knowledge of investments, banking, and credit products.
• US: Licenses: Series 7/63 or 7/66 or willing to acquire.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating consideration for Citi's reputation and compliance with laws and regulations.

Skills

Client facing experience

Operations and compliance

Data analysis

Communication skills

Time management

Education

Bachelor's degree

Job description

Citigroup Inc. in Chicago, IL is seeking a Licensed Client Service Associate to support wealth management clients under Banker supervision.

This role blends analytical thinking with financial product knowledge, ensuring service quality and timely delivery while upholding Citi standards. The position requires 2–5 years of relevant experience, a Bachelor's degree, and licenses (Series 7/63 or 7/66 or willingness to acquire).