Wealth Client Service & Sales Associate

Citi; O’Fallon (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking a Registered Wealth Service Associate to service and support banking and investment clients, primarily through inbound and outbound calls. You will articulate Citi's value proposition, match clients with products, and ensure timely responses to service requests while maintaining strict compliance with FINRA and Citi policies.

You will build strong client rapport using Salesforce, coordinate with back-office teams, and proactively identify opportunities to deepen relationships;

Qualifications

• 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
• Understanding of multiple products across business lines with strong networking and relationship skills.
• Excellent verbal and written communication skills; professional level.
• US FINRA Series 7 & 63 required; Series 66/65 preferred.

Responsibilities

• Fully service and support Citi’s Investment and/or Banking clients.
• Respond to client service requests via telephone or email.
• Provide end-to-end issue resolution with a closed loop process.
• Refer clients to Financial Advisors when requested.
• Identify prospective clients and deepen relationships.

Skills

Client service

Sales experience

Verbal communication

Written communication

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Job description

Citi is seeking a Registered Wealth Service Associate to service and support banking and investment clients, primarily through inbound and outbound calls. You will articulate Citi's value proposition, match clients with products, and ensure timely responses to service requests while maintaining strict compliance with FINRA and Citi policies.

You will build strong client rapport using Salesforce, coordinate with back-office teams, and proactively identify opportunities to deepen relationships;