Wealth Management Client Associate

Citigroup Inc.; California (MO); On-site; USD 74,000 - 104,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. in City Of Industry, California, United States, is hiring a Licensed Client Service Associate to support wealth management clients under Banker team guidance. The role emphasizes risk awareness, compliance with regulations, and delivering quality service.

The position requires a Bachelor's degree or equivalent experience, 2–5 years of relevant experience, and licensing within 150 days of starting. It offers full-time hours and a salary range reflected in the posting.

Qualifications

• Client facing experience; strong background and interest in operations and compliance; previous sales referral experience.
• Strong verbal and written communication skills.
• Ability to problem solve and analyze data with attention to detail.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess and escalate risk, ensuring compliance with laws, rules, and Citi policies.

Skills

Client facing experience

Strong communication

Data analysis

Time management

Operations & compliance

Series 7/63 or 7/66 licensing timeline

Education

Bachelor's degree or equivalent experience

Job description

Citigroup Inc. in City Of Industry, California, United States, is hiring a Licensed Client Service Associate to support wealth management clients under Banker team guidance. The role emphasizes risk awareness, compliance with regulations, and delivering quality service.

The position requires a Bachelor's degree or equivalent experience, 2–5 years of relevant experience, and licensing within 150 days of starting. It offers full-time hours and a salary range reflected in the posting.