Senior Client Service Manager – Wealth & Banking

Citi

San Francisco (CA)

On-site

USD 164,000 - 245,000

Full time

5 days ago

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Benefits offered by this job

Medical, dental & vision

401(k) plan

Wellness programs

Paid time off

Job summary

Citi is seeking a Senior Client Service Manager in San Francisco, responsible for leading a team and delivering superior client service across banking and investment products. This role coordinates with Banking and Wealth teams to ensure efficient operations, strong risk controls, and ongoing staff development.

Ideal candidates have 10+ years in wealth management, deep KYC/AML knowledge, and a track record of leading high-performing teams.

Qualifications

10+ years of experience in wealth management or client service leadership.
Strong knowledge of KYC/AML requirements and regulatory controls.
Excellent verbal and written communication skills.

Responsibilities

Actively manage day-to-day client servicing and processing activities.
Interface with Banking teams to address escalated issues and exceed client service requirements.
Coach staff, identify training needs, and develop professional plans.
Review processes for maximum efficiency while delivering high-quality service.
Drive strategic initiatives and coordinate with partners to resolve issues.
Ensure compliance with regulatory policies and oversee risk controls.