Wealth Client Services Associate — Growth & Compliance

Citi; Washington (District of Columbia); On-site; USD 58,000 - 104,000; Full time

Job summary

Citi in Washington, DC is seeking a Licensed Client Service Associate to support wealth management activities under Banker guidance. This role blends developing specialist knowledge with industry standards, requiring analytical thinking and effective communication with clients and teams.

The position emphasizes risk-aware decision making, compliance with laws and Citi policies, and accurate data analysis to service clients and protect assets.

Qualifications

• 2-5 years relevant experience
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 or willing to acquire

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 Citigroup, 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

2-5 years relevant experience

Ability to manage multiple concurrent_

Ability to problem solve and analyze

Strong verbal and written comunicación

Client facing experience

Knowledge of investments, banking, and

Series 7/63 or 7/66 or willing to

Education

Bachelor's/University degree or equivalent experience

Job description

Citi in Washington, DC is seeking a Licensed Client Service Associate to support wealth management activities under Banker guidance. This role blends developing specialist knowledge with industry standards, requiring analytical thinking and effective communication with clients and teams.

The position emphasizes risk-aware decision making, compliance with laws and Citi policies, and accurate data analysis to service clients and protect assets.