Wealth Client Services Associate - Client-Facing & Compliance

Citi; Chicago (IL); On-site; USD 69,000 - 96,000; Full time

Job summary

Citi in Chicago, IL is seeking a Licensed Client Service Associate to provide wealth management support within Private Client Coverage. The role involves delivering wealth management services under Banker guidance and ensuring risk controls and regulatory compliance are maintained, supporting Citi's core activities and client needs.

The candidate should have a background in investments/banking, be proficient in data analysis, and possess strong communication skills.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple deadlines with strong organizational skills.
• Strong verbal and written communication skills.
• Knowledge of investments, banking and credit products.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk when business decisions are made and ensure compliance with laws, rules and Citi policies.

Skills

Client facing

Communication

Data analysis

Time management

Problem solving

Attention to detail

Education

Bachelor's degree

Job description

Citi in Chicago, IL is seeking a Licensed Client Service Associate to provide wealth management support within Private Client Coverage. The role involves delivering wealth management services under Banker guidance and ensuring risk controls and regulatory compliance are maintained, supporting Citi's core activities and client needs.

The candidate should have a background in investments/banking, be proficient in data analysis, and possess strong communication skills.