Wealth Client Services Senior Analyst

Citigroup Inc.; Beverly Hills (CA); On-site; USD 94,000 - 141,000; Full time

Job summary

Citigroup Inc. in Beverly Hills, CA is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated client transactions.

You will work with Banker teams to resolve issues, maintain accounts, and identify new opportunities while upholding audit and regulatory standards. Strong communication and a client-facing mindset are essential.

Qualifications

• 5-8 years of experience in client services or related field.
• Strong prioritization and time-management skills.
• Excellent written and verbal communication abilities.
• Experience with investments, banking, and credit products.
• Licensing in US (Series 7/63 or 7/66) preferred but not required.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from Banker teams.
• Manage client transactions across banking, credit and investment products within audit/compliance standards.
• Own client investigations and coordinate with operations to resolve issues.
• Coordinate account maintenance and reporting for products and updates.
• Assess risk and ensure compliance with laws and Citi policies.

Skills

5-8 years experience

Prioritization & time management

Analytical data skills

Strong communication

Client facing experience

Investments/banking/credit knowledge

Education

Bachelor's/University degree or equivalent experience

Tools

Citi applications

Job description

Citigroup Inc. in Beverly Hills, CA is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated client transactions.

You will work with Banker teams to resolve issues, maintain accounts, and identify new opportunities while upholding audit and regulatory standards. Strong communication and a client-facing mindset are essential.