Senior Client Service Leader – Wealth Management

Citi; New York (NY); Sur place; USD 164 000 - 245 000; Plein temps

Résumé du poste

The Citi Senior Vice President Registered Client Service Manager position in the San Francisco area leads a large client services team focused on banking and investments. You will manage day-to-day servicing, ensure regulatory compliance, and drive improvements in client experience across Wealth Management.

Applicants should have 10+ years in wealth management, strong leadership, KYC/AML onboarding expertise, and US FINRA licenses; a Bachelor's degree is required with a Master’s preferred.

Qualifications

• 10+ years of experience in wealth management and client services.
• Proven leadership of high-performing teams.
• Strong knowledge of onboarding requirements, including KYC and AML.
• Excellent verbal and written communication skills.
• U.S. FINRA licenses: SIE, Series 7, Series 63 (or 66), Series 24 (9/10 accepted).

Responsabilités

• Actively manage day-to-day servicing and processing activities to ensure high service levels and regulatory compliance.
• Interface daily with Banking teams to exceed client service requirements.
• Coach staff and develop ongoing training plans.
• Regularly review processes to improve efficiency and service quality.
• Coordinate SWAT resources for new Advisors joining Citi.
• Collaborate with leadership to create a CSA career path and leadership pipeline.

Connaissances

Leadership

Communication

Risk management

Formation

Bachelor's degree

Master's degree preferred

Description du poste

The Citi Senior Vice President Registered Client Service Manager position in the San Francisco area leads a large client services team focused on banking and investments. You will manage day-to-day servicing, ensure regulatory compliance, and drive improvements in client experience across Wealth Management.

Applicants should have 10+ years in wealth management, strong leadership, KYC/AML onboarding expertise, and US FINRA licenses; a Bachelor's degree is required with a Master’s preferred.