Licensed Wealth Client Services Specialist

Citi; San Francisco (CA); On-site; USD 61,000 - 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 San Francisco to support wealth management services with Banker teams. The role emphasizes analytical thinking, data analysis, and clear communication in a client-facing environment.

Ideal candidates have 2–5 years of experience, a Bachelor's degree, and Series 7/63 or 7/66 licenses. Mandarin/Cantonese skills are a plus. The position is full-time in San Francisco, with a salary range reflecting market norms.

Qualifications

• Strong verbal and written communication skills.
• Ability to manage multiple deadlines with strong organizational skills.
• Ability to analyze data and solve problems with attention to detail.
• Client facing experience; knowledge of investments, banking and credit products.

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams.
• Assess risk in business decisions and ensure compliance with laws and Citi policies.

Skills

Strong communication

Problem solving

Time management

Client facing

Investments knowledge

Education

Bachelor's degree or equivalent

Series 7/63 or 7/66 licenses

Job description

Citi is seeking a Licensed Client Service Associate in San Francisco to support wealth management services with Banker teams. The role emphasizes analytical thinking, data analysis, and clear communication in a client-facing environment.

Ideal candidates have 2–5 years of experience, a Bachelor's degree, and Series 7/63 or 7/66 licenses. Mandarin/Cantonese skills are a plus. The position is full-time in San Francisco, with a salary range reflecting market norms.