Wealth Management Client Services Associate

Citigroup; New York (NY); On-site; USD 78,000 - 109,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid holidays

Vacation time

Sick leave

Job summary

Citigroup's Private Client Coverage unit seeks a Licensed Client Service Associate to support wealth management services for clients in Staten Island, NY. This role blends specialty knowledge with strong compliance and client service skills.

You will work with Banker teams to deliver services, assess risk, and ensure adherence to laws and Citi policies while maintaining high-quality, timely client support and clear communication.

Qualifications

• 2–5 years of relevant experience
• Client facing experience in operations and compliance
• Knowledge of investments, banking and credit products
• License: US Series 7/63 or 7/66 or willing to acquire

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams.
• Assess risk in business decisions, ensuring compliance with laws, policy, and ethical standards; escalate and report control issues transparently.

Skills

Client facing experience

Communication skills

Organizational skills

Time management

Problem solving

Data analysis

Investments knowledge

Banking products knowledge

Credit products knowledge

Education

Bachelor's degree

Job description

Citigroup's Private Client Coverage unit seeks a Licensed Client Service Associate to support wealth management services for clients in Staten Island, NY. This role blends specialty knowledge with strong compliance and client service skills.

You will work with Banker teams to deliver services, assess risk, and ensure adherence to laws and Citi policies while maintaining high-quality, timely client support and clear communication.