Wealth Investment Client Service & Sales Associate

Citi; Jacksonville (FL); On-site; USD 63,000 - 87,000; Full time

Job summary

Citi is seeking a Registered Wealth Investment Service Associate in Jacksonville, FL, to service and support investment and banking clients. The role requires strong verbal and written communication, adherence to KYC/AML, and end-to-end issue resolution.

Responsibilities include responding to inquiries, matching clients with appropriate products, and maintaining Salesforce communications while collaborating with back-office and senior management to improve processes.

Qualifications

• Bachelor's degree or higher.
• 2-5 years of client service/sales in financial services preferred.
• US FINRA registrations: SIE; Series 7 & 63 required; 66/65 preferred.

Responsibilities

• Service and support Citi’s Investment/Banking clients via phone and email.
• Provide timely responses to client requests and resolve issues end-to-end.
• Adhere to KYC/AML and FINRA guidelines; maintain compliance with firm policy.

Skills

Verbal communication

Written communication

Teamwork

Independent work

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Citi is seeking a Registered Wealth Investment Service Associate in Jacksonville, FL, to service and support investment and banking clients. The role requires strong verbal and written communication, adherence to KYC/AML, and end-to-end issue resolution.

Responsibilities include responding to inquiries, matching clients with appropriate products, and maintaining Salesforce communications while collaborating with back-office and senior management to improve processes.