Senior Client Experience Leader, Wealth & Banking

Citigroup Inc.; San Francisco (CA); On-site; USD 164,000 - 245,000; Full time

Job summary

Citigroup Inc. in San Francisco, CA, seeks a Senior Client Service Manager to lead a professional team delivering high-quality banking and investment client service. You will drive improvements, coordinate resources, and support Wealth Academy initiatives to ensure compliant, efficient service.

The role requires budgeting, staff leadership, and strong communication, with FINRA licensing expectations. Collaboration with Banking and Wealth teams will optimize the client experience and support

Qualifications

• 10+ years of experience in wealth management or client services.
• Robust experience in business management and risk and control.
• Experience leading high performing teams.
• In-depth knowledge of client onboarding requirements, including KYC and AML.
• Excellent verbal and written communication skills.
• Required US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted).

Responsibilities

• Actively manage day-to-day servicing and processing activities to ensure staff deliver high service and comply with policies.
• Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are exceeded.
• Coach and provide ongoing feedback to staff, identify training needs, and prepare development plans.
• Regularly review processes to maximize efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives with operational and technology partners.
• Review internal controls and regulatory requirements and self-test results to ensure effective controls.
• Escalate, manage and report control issues with transparency, and supervise staff.
• Assist Wealth Academy in creating job aids for service managers and CSAs.
• Coordinate SWAT resources for advisors new to Citi.
• Partner with National Client Service Manager to create CSA career path.

Skills

Leadership

Communication

Onboarding knowledge

Risk management

Regulatory awareness

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. in San Francisco, CA, seeks a Senior Client Service Manager to lead a professional team delivering high-quality banking and investment client service. You will drive improvements, coordinate resources, and support Wealth Academy initiatives to ensure compliant, efficient service.

The role requires budgeting, staff leadership, and strong communication, with FINRA licensing expectations. Collaboration with Banking and Wealth teams will optimize the client experience and support