Wealth Management Client Services Pro

Citi; New York (NY); Presencial; USD 78 000 - 109 000; Tempo integral

Resumo da oferta

Citi in New York is seeking a Licensed Client Service Associate to support wealth management clients under guidance from the Banker teams.

The role requires 2–5 years of experience, a bachelor's degree, and US licenses Series 7/63 or 7/66. You will assess risk, ensure regulatory compliance, and deliver high-quality service to clients.

This full-time position offers exposure to private client coverage and a range of Citi benefits.

Qualificações

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

Responsabilidades

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Conhecimentos

Time management

Analytical thinking

Strong communication

Attention to detail

Client facing

Risk awareness

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Citi in New York is seeking a Licensed Client Service Associate to support wealth management clients under guidance from the Banker teams.

The role requires 2–5 years of experience, a bachelor's degree, and US licenses Series 7/63 or 7/66. You will assess risk, ensure regulatory compliance, and deliver high-quality service to clients.

This full-time position offers exposure to private client coverage and a range of Citi benefits.