Licensed Wealth Client Services Specialist

Citi; San Jose (CA); On-site; USD 78,320 - 109,280; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Licensed Client Service Associate in San Jose, California. The role involves delivering wealth management services and assessing risks while ensuring compliance. Candidates should possess 2-5 years of relevant experience, strong analytical skills, and a Bachelor's degree.

In addition to a competitive salary between $78,320 and $109,280, Citi offers a comprehensive benefits package, including medical coverage, retirement plans, and paid time off.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills.
• Ability to problem solve and analyze data with attention to detail.

Responsibilities

• Deliver wealth management services to clients with Banker teams.
• Assess risk when making business decisions while driving compliance.
• Manage client relationships and provide investment advice.

Skills

Organizational skills

Analytical skills

Communication skills

Client facing experience

Knowledge of investments

Education

Bachelor's/University degree or equivalent experience

Job description

Citi is seeking a Licensed Client Service Associate in San Jose, California. The role involves delivering wealth management services and assessing risks while ensuring compliance. Candidates should possess 2-5 years of relevant experience, strong analytical skills, and a Bachelor's degree.

In addition to a competitive salary between $78,320 and $109,280, Citi offers a comprehensive benefits package, including medical coverage, retirement plans, and paid time off.