Registered Client Service Associate - B11 - Irvine/ Fountain Valley

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

Job summary

An established industry player is seeking a Licensed Client Service Associate to deliver exceptional wealth management services. This role involves collaborating with banker teams to assess client needs, manage risks, and ensure compliance with industry regulations. The ideal candidate will possess strong analytical and communication skills, along with a background in client-facing roles. Join a dynamic team where your contributions will directly impact client satisfaction and business success. This opportunity offers a competitive salary and a comprehensive benefits package, making it an exciting next step in your career.

Benefits

Medical, Dental & Vision Coverage

401(k) Plan

Life Insurance

Paid Time Off

Wellness Programs

Qualifications

• 2-5 years relevant experience in client services.
• Strong verbal and written communication skills are essential.

Responsibilities

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

Skills

Data Analysis

Problem Solving

Organizational Skills

Communication Skills

Client Management

Education

Bachelor's/University 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
  

Education:

• Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

Full time

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Primary Location:

18847 COLIMA ROAD ROWLAND HEIGHTS

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Primary Location Full Time Salary Range:

$74,390.00 - $103,810.00

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.

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Anticipated Posting Close Date:

May 08, 2025

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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.

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