Licensed Wealth Client Services Associate

Citi; New York (NY); On-site; USD 78,000 - 109,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking a Licensed Client Service Associate in Staten Island, NY. This role blends in-depth wealth management knowledge with industry standards to support Banker teams and client needs. You will deliver services, evaluate risk, and ensure compliance while communicating clearly with clients.

The position requires 2-5 years of relevant experience and a Bachelor's degree. Citi offers medical, dental & vision coverage, 401(k), life and disability insurance, wellness programs, paid time off,

Qualifications

• 2-5 years relevant experience.
• Bachelor’s degree or equivalent experience required.
• Licenses: Series 7/63 or willing to acquire.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk and ensure compliance with laws, Citi policies, and regulatory requirements; escalate and report control issues with transparency.

Skills

Client facing

Communication skills

Data analysis

Time management

Operations knowledge

Compliance knowledge

Series 7/63

Education

Bachelor's degree or equivalent

Job description

Citi is seeking a Licensed Client Service Associate in Staten Island, NY. This role blends in-depth wealth management knowledge with industry standards to support Banker teams and client needs. You will deliver services, evaluate risk, and ensure compliance while communicating clearly with clients.

The position requires 2-5 years of relevant experience and a Bachelor's degree. Citi offers medical, dental & vision coverage, 401(k), life and disability insurance, wellness programs, paid time off,