Private Client Services Specialist

Citi; San Francisco (CA); On-site; USD 61,000 - 86,000; Full time

Job summary

Citi in San Francisco is seeking an entry-level Client Services professional to support Securities Specialists and high-net-worth clients. You will handle client market updates, new account openings, wire transfers, journals, and other account maintenance tasks while maintaining accuracy across compliance guidelines.

This role requires 0-2 years of relevant experience, strong organizational and communication skills, and proficiency with Microsoft Office.

Qualifications

• 0-2 years relevant experience
• Strong organizational skills
• Strong Communication Skills
• Proficient in Microsoft Office Suite

Responsibilities

• Monitor money managers' performance and provide monthly updates.
• Support Securities Specialists with client market updates, new accounts, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, and Executive Financial Services requests.
• Build and maintain relationships with clients and target investors for various investment products and offerings.
• Manage high call volume, screen and prioritize phone calls.
• Coordinate with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and Wealth Team members as needed.
• Assess risk in business decisions, ensure compliance with laws and Citi policies, and escalate/report control issues with transparency.

Skills

Strong organizational skills

Strong communication skills

Microsoft Office Suite

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Citi in San Francisco is seeking an entry-level Client Services professional to support Securities Specialists and high-net-worth clients. You will handle client market updates, new account openings, wire transfers, journals, and other account maintenance tasks while maintaining accuracy across compliance guidelines.

This role requires 0-2 years of relevant experience, strong organizational and communication skills, and proficiency with Microsoft Office.