Wealth Client Onboarding & Services Associate

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

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

The Citi Private Client Coverage team in San Antonio, TX is seeking a Team Client Service Associate to support wealth advisors and the client onboarding group, delivering wealth management services and coordinating onboarding activities.

You will handle account openings (including complex and cross-border accounts), asset transfers, and ongoing maintenance while ensuring regulatory compliance and risk controls.

Qualifications

• 2-5 years relevant experience
• Ability to multi-task with strong organizational and time management skills per the needs of the wealth advisors, onboarding team and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; knowledge of investments, banking, and credit products
• US: Licenses: Series SIE, 7/63 or 7/66

Responsibilities

• Deliver wealth management services to clients with guidance from the Wealth Advisors and Client Onboarding team.
• Supports an expansive and/or diverse array of products/services (e.g., Investment, banking, mortgage)
• Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.
• Provides client onboarding functions such as, account opening, including complex and cross-border accounts, asset transfer, account maintenance and general activities of licensed client service associates.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

2-5 years relevant experience

Multi-tasking

Problem solving & data analysis

Verbal & written communication

Client-facing experience

Licenses: Series SIE, 7/63 or 7/66

Education

Bachelor's/University degree or equivalent experience

Job description

The Citi Private Client Coverage team in San Antonio, TX is seeking a Team Client Service Associate to support wealth advisors and the client onboarding group, delivering wealth management services and coordinating onboarding activities.

You will handle account openings (including complex and cross-border accounts), asset transfers, and ongoing maintenance while ensuring regulatory compliance and risk controls.