Wealth Client Services Associate

Citi; Fountain Valley (CA); On-site; USD 58,000 - 104,000; Full time

Job summary

Citi in Fountain Valley, CA is hiring a Licensed Client Service Associate to support wealth management activities under Banker guidance. The role emphasizes risk-aware decision making, regulatory compliance, and clear communication with clients and teams.

Required are 2-5 years of relevant experience, a bachelor's degree, and Securities licenses (Series 7/63 or 7/66). This on-site position offers exposure to private client coverage and cross-team collaboration.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple deadlines with strong organizational and time management skills.
• Ability to problem solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; knowledge of investments, banking, and credit products.
• US: Licenses: Series 7/63 or 7/66 required.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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

Time management

Data analysis

Communication skills

Client facing

Investments knowledge

Regulatory awareness

Education

Bachelor's degree or equivalent experience

Job description

Citi in Fountain Valley, CA is hiring a Licensed Client Service Associate to support wealth management activities under Banker guidance. The role emphasizes risk-aware decision making, regulatory compliance, and clear communication with clients and teams.

Required are 2-5 years of relevant experience, a bachelor's degree, and Securities licenses (Series 7/63 or 7/66). This on-site position offers exposure to private client coverage and cross-team collaboration.