Wealth Investment Service Associate - Client Support & Sales

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

Benefits offered by this job

Medical

Dental & Vision

401(k)

Life Insurance

Discretionary incentive

Paid time off

Job summary

Citi is seeking a Registered Wealth Investment Service Associate in Jacksonville, FL. You will service and support Investment/Banking clients via inbound/outbound calls and email, ensuring KYC/AML compliance and risk controls.

The role emphasizes end-to-end issue resolution and partnership with Financial Advisors to deepen client relationships. Responsibilities include handling banking/investment inquiries, applying compliance norms, and using Salesforce to communicate issues and opportunities.

Qualifications

• 2–5 years in client service or sales within financial services.
• Understanding of multiple products and strong relationship skills.
• US FINRA: SIE; Series 7 & 63; Series 66/65 preferred.

Responsibilities

• Service Citi Investment/Banking clients via phone and email.
• Provide timely responses and end-to-end issue resolution.
• Refer clients to Financial Advisors when appropriate.
• Ensure KYC/AML compliance and risk controls.
• Build client relationships and identify opportunities.

Skills

Client Service

Sales

Communication

Networking

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Citi is seeking a Registered Wealth Investment Service Associate in Jacksonville, FL. You will service and support Investment/Banking clients via inbound/outbound calls and email, ensuring KYC/AML compliance and risk controls.

The role emphasizes end-to-end issue resolution and partnership with Financial Advisors to deepen client relationships. Responsibilities include handling banking/investment inquiries, applying compliance norms, and using Salesforce to communicate issues and opportunities.