Wealth Client Services Associate — Licensed

Citi; California (MO); On-site; USD 74,000 - 104,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insuran

Wellness programs

Paid time off packages

Job summary

Citi is seeking a Licensed Client Service Associate who will deliver wealth management services to clients and work closely with banker teams. This is a developing professional role that requires strong communication skills and the ability to manage risk effectively.

The candidate should have 2–5 years of relevant experience along with a Bachelor's degree or equivalent. The position is full-time and based in City of Industry, California, with a salary range of $74,390.00 - $103,810.00.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple concurrent deadlines.
• Ability to problem solve and analyze data.
• Strong verbal and written communication skills.
• Client facing experience; strong background in operations and compliance.
• Knowledge of investments, banking, and credit products.

Responsibilities

• Deliver wealth management services to clients.
• Assess risk when making business decisions.

Skills

Data analysis

Time management

Verbal communication

Written communication

Problem solving

Client facing skills

Sales referral experience

Education

Bachelor's degree or equivalent experience

Job description

Citi is seeking a Licensed Client Service Associate who will deliver wealth management services to clients and work closely with banker teams. This is a developing professional role that requires strong communication skills and the ability to manage risk effectively.

The candidate should have 2–5 years of relevant experience along with a Bachelor's degree or equivalent. The position is full-time and based in City of Industry, California, with a salary range of $74,390.00 - $103,810.00.