Wealth Client Advisor – Service & Sales

Citi; San Antonio (TX); On-site; USD 49,000 - 68,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

The Citi Wealth Associate position provides client service and sales support for Citi’s Investment and Banking clients, focusing on inbound and outbound calls and ensuring KYC/AML compliance. The role emphasizes risk-aware service, cross-functional collaboration, and end-to-end issue resolution with a strong emphasis on client experience.

Based in San Antonio, TX, the role requires a Bachelor's degree and 2–4 years in financial services client service or sales, plus proficiency with Microsoft

Qualifications

• 2-4 years of experience in client service and/or sales within financial services.
• Basic understanding of KYC and AML concepts applicable to financial services.
• Excellent verbal and written communication skills.
• Positive and can-do attitude.
• Excellent people skills and ability to work in a team environment.
• Able to perform multiple functions with a high degree of accuracy.

Responsibilities

• Clearly articulate business value proposition (products and services).
• Attend to client service requests via telephone or email in a timely manner.
• Provide end-to-end issue resolution and closed-loop follow-up.
• Ensure customer claims and complaints comply with FINRA and firm policy.
• Adhere to KYC/AML and other compliance norms.
• Build rapport with clients and utilize Salesforce for communication of issues/tasks.
• Provide feedback to senior management on pain points and process improvements.
• Refer clients to licensed investment representatives when appropriate.
• Complete trainings pertaining to the function in a timely manner.

Skills

Client service

Sales

KYC/AML concepts

Communication

Teamwork

Independent work

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

The Citi Wealth Associate position provides client service and sales support for Citi’s Investment and Banking clients, focusing on inbound and outbound calls and ensuring KYC/AML compliance. The role emphasizes risk-aware service, cross-functional collaboration, and end-to-end issue resolution with a strong emphasis on client experience.

Based in San Antonio, TX, the role requires a Bachelor's degree and 2–4 years in financial services client service or sales, plus proficiency with Microsoft