Wealth Client Services Associate – Growth & Compliance

Citigroup Inc.; San Francisco (CA); On-site; USD 61,000 - 109,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off & holidays

Job summary

Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets.

The role requires 2-5 years of experience, strong communication skills, and a Bachelor’s degree. Licenses (Series 7/63 or 7/66) are expected, with Mandarin/Cantonese being a plus for bilingual capability.

Qualifications

• 2-5 years relevant experience
• Ability to manage multiple deadlines with strong organizational skills
• Ability to problem solve and analyze data with attention to detail
• Strong verbal and written communication skills
• Client facing experience; background in operations and compliance; knowledge of investments, banking, and credit products
• Licenses: Series 7/63 or 7/66 required
• Bilingual in Mandarin/Cantonese a plus

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams
• Assess risk when business decisions are made and drive regulatory compliance and ethical conduct

Skills

Communication skills

Verbal communication

Written communication

Risk assessment

Data analysis

Multitasking

Client facing

Mandarin/Cantonese (Chinese) language

Education

Bachelor's degree

Job description

Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets.

The role requires 2-5 years of experience, strong communication skills, and a Bachelor’s degree. Licenses (Series 7/63 or 7/66) are expected, with Mandarin/Cantonese being a plus for bilingual capability.