Registered Client Service Associate - Fountain Valley

Citi; Fountain Valley (CA); On-site; USD 74,000 - 104,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate to provide exceptional wealth management services. This role requires strong analytical skills, excellent communication, and the ability to manage multiple tasks effectively. You'll work closely with banker teams, ensuring compliance while delivering quality service to clients. With a focus on professional growth, this position offers a dynamic environment where your contributions directly impact client satisfaction and business success. If you're ready to take your career to the next level in a supportive and innovative setting, this opportunity is perfect for you.

Benefits

Medical, Dental & Vision Coverage

401(k)

Life, Accident, and Disability Insurance

Wellness Programs

Paid Time Off Packages

Qualifications

• 2-5 years of relevant experience in client services or banking.
• Strong organizational skills to manage multiple deadlines effectively.

Responsibilities

• Deliver wealth management services with guidance from banker teams.
• Assess risk and ensure compliance with laws and regulations.

Skills

Analytical Thinking

Data Analysis

Communication Skills

Problem Solving

Client Facing Experience

Knowledge of Investments

Time Management

Education

Bachelor's/University Degree

Job description

Registered Client Service Associate - Fountain Valley

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Registered Client Service Associate - Fountain Valley

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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:

17400 BROOKHURST STREET FOUNTAIN VALLEY

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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.

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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