Wealth Client Experience Specialist - Sales & Compliance

Citi; San Antonio (TX); On-site; USD 63,000 - 87,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi is seeking a Registered Wealth Service Associate in San Antonio, TX to service and support banking and investment clients. You will handle inbound/outbound calls, adhere to KYC/AML, and ensure risk is managed while delivering best-in-class service.

The role requires 2–5 years in client service/sales in financial services, strong communication, and proficiency with Salesforce. A Bachelor's degree is required, with Master’s preferred, and a full-time on-site schedule.

Qualifications

• 2–5 years of experience in Client Service and/or Sales within financial services.
• Understanding of policies, procedures, and concepts of the work area.
• Excellent verbal and written communication; professional interaction.
• Ability to work independently within procedures and make decisions.
• Experience with Microsoft Office products and CRM tools.

Responsibilities

• Servicing Citi’s Investment/Banking clients via phone and email.
• Articulate value propositions and match clients to products/services.
• Provide timely responses and end-to-end issue resolution.
• Adhere to KYC/AML and FINRA guidelines; escalate as needed.
• Use Salesforce for communication of issues, tasks, and opportunities.
• Identify prospective clients and execute contact campaigns as defined.

Skills

Client service experience

Sales experience

Communication skills

Teamwork

Independent decision making

Microsoft Office

Education

Bachelor’s degree

Master’s degree preferred

Tools

Salesforce

Job description

Citi is seeking a Registered Wealth Service Associate in San Antonio, TX to service and support banking and investment clients. You will handle inbound/outbound calls, adhere to KYC/AML, and ensure risk is managed while delivering best-in-class service.

The role requires 2–5 years in client service/sales in financial services, strong communication, and proficiency with Salesforce. A Bachelor's degree is required, with Master’s preferred, and a full-time on-site schedule.