Wealth Services Associate: Client Success & Trading Support

Citi; O’Fallon (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

The Citi Registered Wealth Service Associate role focuses on client service and sales support for Citi's Investment and Banking clients. The position handles inbound/outbound calls, processes requests, and ensures compliance with KYC/AML and FINRA requirements.

You will use Salesforce to track issues, collaborate with back-office teams, and identify opportunities to deepen client relationships while delivering best-in-class service.

Qualifications

• 2-5 years of experience in Client Service and/or Sales within financial services.
• Bachelor’s degree required.
• FINRA Series 7 & 63 required; Series 66/65 preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Service Citi’s Investment and/or Banking clients via phone and email.
• Match clients with the correct products and services.
• Provide timely responses and end-to-end issue resolution.
• Adhere to KYC/AML and FINRA requirements.
• Use Salesforce for issue tracking and communication.
• Support efforts to deepen client relationships.

Skills

Client service

Sales support

Communication

Teamwork

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

The Citi Registered Wealth Service Associate role focuses on client service and sales support for Citi's Investment and Banking clients. The position handles inbound/outbound calls, processes requests, and ensures compliance with KYC/AML and FINRA requirements.

You will use Salesforce to track issues, collaborate with back-office teams, and identify opportunities to deepen client relationships while delivering best-in-class service.