Wealth Client Services & Compliance Specialist

Citigroup Inc.; San Jose (CA); On-site; USD 32,820 - 109,280; Full time

Job summary

Citigroup Inc. in California seeks a Licensed Client Service Associate to deliver wealth management services to clients with guidance from Banker teams, while adhering to risk and compliance standards.

The role requires 2–5 years of experience, strong communication, data analysis, and the ability to manage multiple deadlines. Licensure (Series 7/63 or 7/66) or willingness to obtain within 150 days beyond start date is expected.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Strong verbal and written communication skills.
• Ability to manage multiple concurrent deadlines with organizational skills.
• Ability to analyze data with attention to detail.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk and ensure compliance with laws, policies, and regulations.

Skills

Communication

Data analysis

Time management

Problem solving

Client facing

Education

Bachelor's degree

Job description

Citigroup Inc. in California seeks a Licensed Client Service Associate to deliver wealth management services to clients with guidance from Banker teams, while adhering to risk and compliance standards.

The role requires 2–5 years of experience, strong communication, data analysis, and the ability to manage multiple deadlines. Licensure (Series 7/63 or 7/66) or willingness to obtain within 150 days beyond start date is expected.