Registered Client Service Associate

Citigroup Inc.; San Jose (CA); On-site; USD 32,820 - 109,280; Full time

Job summary

Citigroup Inc. in California seeks a Licensed Client Service Associate to deliver wealth management services to clients with guidance from Banker teams, while adhering to risk and compliance standards.

The role requires 2–5 years of experience, strong communication, data analysis, and the ability to manage multiple deadlines. Licensure (Series 7/63 or 7/66) or willingness to obtain within 150 days beyond start date is expected.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Strong verbal and written communication skills.
• Ability to manage multiple concurrent deadlines with organizational skills.
• Ability to analyze data with attention to detail.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk and ensure compliance with laws, policies, and regulations.

Skills

Communication

Data analysis

Time management

Problem solving

Client facing

Education

Bachelor's degree

Job description

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

Salary Range: $78,320.00 - $109,280.00

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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.