Wealth Management Client Services Analyst

Citibank (Switzerland) AG; Beverly Hills, Northern (CA, KY); Hybrid; Confidential; Full time

Job summary

Citi Private Bank in Beverly Hills is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated transaction execution.

You will work with bankers and operations teams to ensure compliant, timely processing, and proactive client engagement. The role requires 5–8 years of client-facing experience, strong communication, and knowledge of investments and banking products, with Series 7/63 or 7/66 preferred.

Qualifications

• 5–8 years of experience.
• Prioritization and time management skills.
• Problem solving with data analysis.
• Strong verbal and written communication skills.
• Licenses: Series 7/63 or 7/66 preferred but not required.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products.
• Ensure transactions are completed within audit and compliance standards as well as timely.
• Take ownership of client investigations and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, phone numbers, and account status changes.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through Citi applications and participate in service-related process improvements.
• Appropriately assess risk when business decisions are made, safeguarding Citi and its clients.

Skills

Client facing

Ops compliance

Investments knowledge

Strong communication

Analytical skills

Education

Bachelor's degree or equivalent

Job description

Citi Private Bank in Beverly Hills is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated transaction execution.

You will work with bankers and operations teams to ensure compliant, timely processing, and proactive client engagement. The role requires 5–8 years of client-facing experience, strong communication, and knowledge of investments and banking products, with Series 7/63 or 7/66 preferred.