Registered Client Service Associate

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

Licensed Client Service Associate

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
• Ability to problem solve and analyze data with demonstration of attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience. Knowledge of investments, banking, and credit products.
• US: Licenses: Series 7/63 or 7/66 or willing to acquire within 150 days of start date.

Education

• Bachelor's/University degree or equivalent experience.

Benefits

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Location and Salary

Primary Location: San Jose, California, United States.
Full Time Salary Range: $78,320.00 - $109,280.00

Employment Type

Full time

EEO Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.