Wealth Client Services Advisor

Citi; New York (NY); Hybrid; USD 49,000 - 68,000; Full time

Job summary

Citi is seeking a Wealth Service Associate in San Antonio, TX. The role focuses on client service and sales support, handling inbound/outbound calls and ensuring compliance with KYC/AML and FINRA rules. You’ll use Salesforce to track issues and opportunities, collaborating with back-office teams to deliver strong service.

The position requires 2–4 years' experience in financial services client service or sales, and a Bachelor's degree or equivalent. Hybrid work and benefits are offered.

Qualifications

• 2–4 years of experience in client service or sales within financial services.
• Basic understanding of KYC/AML concepts.
• Excellent verbal and written communication skills.
• Ability to work in a team and independently within established procedures.
• Strong client-service orientation and problem-solving.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Clearly articulate business value proposition for products and services.
• Attend client service requests via telephone or email promptly.
• Provide end-to-end issue resolution with closed-loop process.
• Ensure customer claims are handled per FINRA and policy.
• Adhere to KYC/AML and other compliance norms.
• Use Salesforce to communicate issues, tasks, and opportunities.

Skills

Client service

Sales

Communication

Teamwork

Adaptability

KYC/AML awareness

Microsoft Office

Salesforce

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Microsoft Office

Salesforce

Job description

Citi is seeking a Wealth Service Associate in San Antonio, TX. The role focuses on client service and sales support, handling inbound/outbound calls and ensuring compliance with KYC/AML and FINRA rules. You’ll use Salesforce to track issues and opportunities, collaborating with back-office teams to deliver strong service.

The position requires 2–4 years' experience in financial services client service or sales, and a Bachelor's degree or equivalent. Hybrid work and benefits are offered.