Wealth Onboarding & Client Services Associate

Citibank (Switzerland) AG; San Antonio (TX); Hybrid; USD 63,000 - 87,000; Full time

Job summary

Citibank (Switzerland) AG's Wealth Team is seeking a Client Service Associate in San Antonio, TX. You will support wealth advisors and onboarding teams, handling account openings, asset transfers, and cross-border activities.

You'll document and monitor onboarding items, ensure timely resolutions, and uphold risk compliance while delivering high-quality client service to a diverse client base in a hybrid work environment.

Qualifications

• 2-5 years relevant experience.
• Ability to multi-task with strong organizational and time management skills.
• Strong verbal and written communication skills.
• Client facing experience; background in operations and compliance; knowledge of investments, banking, and credit products.
• US: Licenses: Series SIE, 7/63 or 7/66

Responsibilities

• Deliver wealth management services to clients with guidance from the Wealth Advisors and Client Onboarding team.
• Supports an expansive and/or diverse array of products/services (e.g., Investment, banking, mortgage).
• Documents, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.
• Provides client onboarding functions such as, account opening, including complex and cross-border accounts, asset transfer, account maintenance and general activities of licensed client service associates.
• Appropriately assess risk when business decisions are made, demonstrating 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.

Skills

Multi-tasking

Data analysis

Communication skills

Client facing

Risk & compliance

Licenses: SIE / 7/63 / 7/66

Education

Bachelor's degree

Job description

Citibank (Switzerland) AG's Wealth Team is seeking a Client Service Associate in San Antonio, TX. You will support wealth advisors and onboarding teams, handling account openings, asset transfers, and cross-border activities.

You'll document and monitor onboarding items, ensure timely resolutions, and uphold risk compliance while delivering high-quality client service to a diverse client base in a hybrid work environment.