Senior Client Service Leader, Banking & Wealth

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

Job summary

Citi in San Francisco seeks a Senior Client Service Manager to lead a team delivering high-level client servicing for banking and investment products. You will guide process improvements, oversee onboarding and training for staff, and ensure compliance with global and regional controls while coordinating with sales teams and leadership.

The role emphasizes managing budgets, recruiting, performance management, and driving strategic initiatives within wealth management operations.

Qualifications

• 10+ years of experience in wealth management or financial services.
• Robust experience in business management and risk and control in a wealth management firm.
• Experience leading high performing teams.
• In-depth knowledge of client onboarding requirements, including KYC and AML.
• Excellent verbal and written communication skills.
• 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-level service and comply with policies.
• Interface daily with Banking teams to address escalated issues and exceed client service requirements.
• Coach and provide ongoing feedback to staff, identify training needs, and prepare development plans.
• Regularly review processes to ensure efficiencies while delivering superior service quality.
• Drive tactical and strategic initiatives and partner with operational and tech teams to resolve issues.
• Review internal controls and regulatory requirements and ensure effective controls and reporting.
• Assess risk in business decisions with emphasis on Citi's reputation and assets; escalate issues transparently.
• Act as subject matter expert of banking and investment servicing; identify training needs for Wealth Academy.
• Coordinate SWAT resources for domestic and international Advisors onboarding clients to Citi.
• Partner with National Client Service Manager to create CSA career paths and leadership pipelines.

Skills

Communication skills

Leadership

Risk & control

KYC & AML

Client onboarding

Education

Bachelor's degree

Master's degree preferred

Job description

Citi in San Francisco seeks a Senior Client Service Manager to lead a team delivering high-level client servicing for banking and investment products. You will guide process improvements, oversee onboarding and training for staff, and ensure compliance with global and regional controls while coordinating with sales teams and leadership.

The role emphasizes managing budgets, recruiting, performance management, and driving strategic initiatives within wealth management operations.