Wealth Client Services Associate

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

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup in Ofallon, MO is seeking a Client Service and Telesales professional to service Citi's Investment and Banking clients. You will clearly articulate value, match clients with the right products, and own responses to service requests via phone or email.

The role emphasizes compliance with FINRA, KYC/AML, and building strong client relationships. You will use Salesforce for communication and collaborate with back-office teams to deliver an exceptional client experience.

Qualifications

• 2–5 years of experience in client service or sales within financial services.
• Knowledge of multiple products across business lines and strong networking skills.
• Excellent verbal and written communication abilities.
• Ability to work independently within established procedures.

Responsibilities

• Fully service Citi's Investment and Banking clients and respond to requests via phone or email.
• Articulate business value and match clients with the correct set of products and services.
• Own end-to-end issue resolution with a closed-loop process and timely feedback to management.
• Build client relationships and use Salesforce for communication of issues/tasks/opportunities.
• Ensure KYC/AML compliance and FINRA rules are strictly followed.
• Support a diverse product set and collaborate with back-office teams for high-level support.

Skills

Client service

Sales experience

Product knowledge

Communication skills

Team orientation

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citigroup in Ofallon, MO is seeking a Client Service and Telesales professional to service Citi's Investment and Banking clients. You will clearly articulate value, match clients with the right products, and own responses to service requests via phone or email.

The role emphasizes compliance with FINRA, KYC/AML, and building strong client relationships. You will use Salesforce for communication and collaborate with back-office teams to deliver an exceptional client experience.