Registered Client Service Associate - Fountain Valley

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

Job summary

An established industry player is seeking a Licensed Client Service Associate to enhance their wealth management services. This role requires a developing professional who excels in client-facing situations and possesses strong analytical and communication skills. You will work closely with Banker teams to deliver exceptional service while ensuring compliance with industry standards. If you are passionate about finance and eager to contribute to a dynamic team, this opportunity offers a pathway to advance your career in a supportive environment.

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 finance.
• Strong verbal and written communication skills are essential.

Responsibilities

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

Skills

Data Analysis

Communication Skills

Client Management

Problem Solving

Organizational Skills

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
  

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.

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