Wealth Management Client Services Associate

Citigroup Inc.; Washington (District of Columbia); On-site; USD 58,000 - 104,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off and holidays

Job summary

Citigroup Inc. is seeking a Licensed Client Service Associate in Washington, DC to deliver wealth management services under Banker guidance.

The role emphasizes risk-aware decisions, regulatory compliance, and safeguarding client assets while maintaining strong client relationships. The candidate should have 2-5 years of experience, a Bachelor's degree or equivalent, and possession or willingness to acquire Series 7/63 or 7/66 licenses.

Qualifications

• 2-5 years relevant experience.
• Ability to manage multiple deadlines with strong organizational skills.
• Ability to problem solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; strong background in operations/compliance; knowledge of investments, banking and credit products.
• US: Licenses: Series 7/63 or 7/66 or willing to acquire.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk when business decisions are made, driving compliance with laws, rules, and regulations, and escalating/control issues with transparency.

Skills

Client facing

Verbal and written communication

Time management

Data analysis

Industry knowledge (investments/banks/

Education

Bachelor's/University degree or equivalent experience

Job description

Citigroup Inc. is seeking a Licensed Client Service Associate in Washington, DC to deliver wealth management services under Banker guidance.

The role emphasizes risk-aware decisions, regulatory compliance, and safeguarding client assets while maintaining strong client relationships. The candidate should have 2-5 years of experience, a Bachelor's degree or equivalent, and possession or willingness to acquire Series 7/63 or 7/66 licenses.