Wealth Client Services Associate (Series 7/63)

Citigroup Inc.; Fountain Valley (CA); On-site; USD 74,000 - 104,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident & disability insurance

Wellness programs

Job summary

Citigroup Inc. in Fountain Valley, California, is seeking a Licensed Client Service Associate to deliver wealth management services to clients with guidance from the Banker teams.

This role requires strong client-facing skills, risk awareness, and adherence to regulatory standards in a fast-paced, client-centric environment. You will manage multiple deadlines, analyze data for informed decisions, and communicate complex information clearly while maintaining Citi's reputation and ensuring

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 operations and compliance; knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 required

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

Wealth management

Risk assessment

Time management

Communication

Client facing

Investments knowledge

Compliance awareness

Licenses: Series 7/63 or 7/66

Education

Bachelor's/University degree

Job description

Citigroup Inc. in Fountain Valley, California, is seeking a Licensed Client Service Associate to deliver wealth management services to clients with guidance from the Banker teams.

This role requires strong client-facing skills, risk awareness, and adherence to regulatory standards in a fast-paced, client-centric environment. You will manage multiple deadlines, analyze data for informed decisions, and communicate complex information clearly while maintaining Citi's reputation and ensuring