Wealth Management Client Services Lead

Citi; Beverly Hills (CA); On-site; USD 94,000 - 141,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident, and disability insured

Wellness programs

Paid time off

Job summary

Citi Private Bank in Beverly Hills, CA is seeking a seasoned Client Service Sr. Analyst to support Wealth Management clients and collaborate with Banker teams. This role emphasizes in-depth disciplinary knowledge, process improvement, and leadership within teams.

Responsibilities include managing client transactions, investigations, account maintenance, and ensuring compliance. Candidates should have 5–8 years' experience and a background in investments and banking products.

Qualifications

• 5-8 years of experience
• Strong organizational and time management skills
• Problem solving and data analysis with attention to detail
• Strong verbal and written communication
• Client facing with operations/compliance and sales referral experience
• Knowledge of investments, banking, and credit products
• US: 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 client transactions in banking, credit and investment products; ensure transactions compliant and timely.
• Own client investigations and collaborate with operations and middle office for effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, status updates, rates and waivers.
• Enforce banking policies and procedures to ensure operational integrity and high client satisfaction.
• Proactively arrange and participate in client visits and conduct service quality check-ins.
• 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.
• Execute responsibilities through Citi applications; participate in service-related process improvements.
• Assess risk in decisions, uphold firm's reputation, and escalate/report issues with transparency.

Skills

Client facing

Operations & compliance

Sales referrals

Investments & banking products

Communication skills

Problem solving

Data analysis

Time management

Education

Bachelor's degree or equivalent

Job description

Citi Private Bank in Beverly Hills, CA is seeking a seasoned Client Service Sr. Analyst to support Wealth Management clients and collaborate with Banker teams. This role emphasizes in-depth disciplinary knowledge, process improvement, and leadership within teams.

Responsibilities include managing client transactions, investigations, account maintenance, and ensuring compliance. Candidates should have 5–8 years' experience and a background in investments and banking products.