RPS Registered Client Service Associate

Citigroup Inc.; Jacksonville (FL); Hybrid; USD 63,000 - 87,000; Full time

Job summary

Citigroup Inc. in Jacksonville, FL is seeking a Client Services Associate to support Citi’s Investment and Banking clients. The role focuses on servicing clients by phone and email, articulating product value, and guiding clients toward digital solutions and preferred programs.

Qualified candidates typically have 2–5 years in financial customer service, familiarity with investments, and FINRA registrations or progress toward them. Compliance and risk awareness are essential in daily duties.

Qualifications

• 2-5 years’ relevant experience in Customer Service with emphasis on investments or investment-related products preferred.
• Bachelor’s degree or higher from an accredited institution.
• FINRA registrations (SIE, Series 7, 66 or 63/65) preferred; must meet requirements within 150 days of start.

Responsibilities

• Fully service Citi’s Investment and/or Banking clients via inbound/outbound calls and email.
• Articulate value proposition and map clients to appropriate products/services.
• Guide clients to digital solutions when appropriate and promote Citigold/Citi Private Client programs.
• Provide timely responses and end-to-end issue resolution; maintain compliant processes.
• Refer opportunities to segment partners when appropriate and adhere to KYC/AML SOPs.
• Follow regulatory and firm policies and escalate control issues with transparency.

Skills

Customer service

Investments knowledge

Communication

Regulatory awareness

Education

Bachelor's degree

Tools

Microsoft Office

Job description

## RPS Registered Client Service AssociateApply: Hybrid: Jacksonville Florida United States: Full time: Posted Today: 261002662**Job Description**The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. **Responsibilities:*** Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.* Able to clearly articulate business value proposition, matching clients with the correct set of products and services.* Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.* Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available.* Directly responsible for providing timely responses to client service requests, received via telephone or email.* Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.* Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.* Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)* Manage client follow-up and adhere to all Regulatory and Compliance operating procedures* Ensure that KYC/AML and other compliance norms are strictly adhered to* Appropriately assess risk when business decisions are made, demonstrating 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 in Customer Service with emphasis on investments or investment-related products preferred.* Prior work experience in a related job; that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.* Basic understanding of investment and financial planning strategies preferred.* Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.* Excellent verbal and written communication skills. Ability to communicate at a professional level.* Capable of working independently within established procedures and making decisions without manager approval.* Able to perform multiple functions with a high degree of accuracy.* Ability to support a diverse array of products and services.* Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.* Required current US FINRA Registration: SIE, Series 7, 66 (or 63 and 65) . + Must meet ALL USA FINRA Registration requirements within 150 days of starting in the role**Education:*** Bachelor’s/University degree, Master’s degree preferred------------------------------------------------------## **Job Family Group:**Consumer Sales------------------------------------------------------## **Job Family:**Telesales------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Jacksonville Florida United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$62,620.00 - $87,380.00In 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.------------------------------------------------------## **Most Relevant Skills**Please see the requirements listed above.------------------------------------------------------## **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------## **Anticipated Posting Close Date:**Oct 29, 2026------------------------------------------------------## **Automated Processing and AI** We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.Illinois residents – AI Notice and Right------------------------------------------------------*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.*