Registered Client Service Associate - B11 - Irvine/ Fountain Valley

Citi; California; On-site; USD 74,000 - 104,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate to join their team in California. This role is ideal for a developing professional who excels in analytical thinking and communication. You will provide wealth management services and work closely with Banker teams, ensuring compliance and upholding ethical standards. With a focus on client satisfaction and collaboration, this position offers a unique opportunity to grow within a supportive environment. If you have a passion for client services and a desire to make a positive impact, this role could be the perfect fit for you.

Benefits

Health Coverage

401(k)

Insurance

Wellness Programs

Paid Time Off

Qualifications

• 2-5 years of relevant experience in client services.
• Strong organizational and time management skills.

Responsibilities

• Provide wealth management services to clients.
• Ensure compliance with laws and regulations.

Skills

Analytical Thinking

Data Analysis

Effective Communication

Problem-Solving

Organizational Skills

Time Management

Client-Facing Experience

Education

Bachelor's Degree

Job description

Registered Client Service Associate - B11 - Irvine/ Fountain Valley

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Job Overview

The Licensed Client Service Associate is a developing professional role that combines specialized knowledge with a solid understanding of industry standards and practices. The role requires good understanding of team integration and collaboration to achieve subfunction/job family objectives. It involves analytical thinking, data analysis skills, and effective communication, including handling complex or sensitive information. The impact is moderate but direct, affecting the team's and related teams' effectiveness through quality and timely service.

Responsibilities

• Provide wealth management services to clients under the guidance of Banker teams.
• Assess risks appropriately when making business decisions, ensuring compliance with laws, regulations, and policies. Uphold ethical standards, escalate issues transparently, and safeguard the firm's reputation and assets.

Qualifications

• 2-5 years relevant experience.
• Strong organizational and time management skills to handle multiple deadlines.
• Problem-solving and data analysis skills with attention to detail.
• Excellent verbal and written communication skills.
• Client-facing experience, with a background or interest in operations and compliance; previous sales referral experience; knowledge of investments, banking, and credit products.
• US Licenses: Series 7/63 or 7/66, or willingness to acquire.

Education

• Bachelor's degree or equivalent experience.

Additional Information

Job family: Private Client Coverage | Job function: Client Services | Employment type: Full-time | Location: 18847 Colima Road, Rowland Heights.

Salary range: $74,390 - $103,810 annually. Benefits include health coverage, 401(k), insurance, wellness programs, and paid time off. For more details, visit citibenefits.com.

Application Details

Anticipated posting close date: May 8, 2025. Citi is an equal opportunity employer. Reasonable accommodations are available for applicants with disabilities. For more info, review Citi’s EEO Policy and accessibility options.