Wealth Client Success & Sales Associate

Citi; San Antonio (TX); On-site; USD 63,000 - 87,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off (vacation, sick leave, H

Job summary

Citi.is seeking a Registered Wealth Service Associate in San Antonio, TX. This client service and sales support role handles inbound/outbound calls to assist Citi's banking and investment clients, ensuring compliance with KYC/AML and FINRA guidelines.

Strong communication and relationship-building skills are essential to identify client needs and refer to Financial Advisors when appropriate. The position emphasizes end-to-end issue resolution, cross-functional collaboration, and proactive

Qualifications

• 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
• Understanding of multiple products across business lines with networking and relationship skills.
• Excellent verbal and written communication skills; professional level.
• Ability to work independently within established procedures and decisions without manager approval.

Responsibilities

• Servicing Citi’s Investment and/or Banking clients via phone and email.
• Articulate business value and match clients with products and services.
• Respond to client service requests end-to-end with a closed loop process.
• Ensure KYC/AML compliance and regulatory requirements are followed.
• Build rapport with clients and back-office teams; use Salesforce for updates.

Skills

Customer service

Sales support

Communication

Relationship building

Attention to detail

Education

Bachelor’s degree

Master’s degree preferred

Tools

Salesforce

Microsoft Office

CRM systems

Job description

Citi.is seeking a Registered Wealth Service Associate in San Antonio, TX. This client service and sales support role handles inbound/outbound calls to assist Citi's banking and investment clients, ensuring compliance with KYC/AML and FINRA guidelines.

Strong communication and relationship-building skills are essential to identify client needs and refer to Financial Advisors when appropriate. The position emphasizes end-to-end issue resolution, cross-functional collaboration, and proactive