Wealth Services Telesales Specialist

Citigroup Inc.; Jacksonville (FL); Hybrid; USD 63,000 - 87,000; Full time

Job summary

Citigroup Inc. in Jacksonville, FL, seeks an Intermediate Registered Wealth Service Associate to provide frontline client service and sales support for banking and investments.

You will handle inbound/outbound calls, respond to client inquiries, and ensure KYC/AML compliance while coordinating with Financial Advisors.

The role requires Series 7 and 63, a Bachelor's degree, and strong communication and relationship-building skills in a hybrid work environment.

Qualifications

• Bachelor’s degree required; Master’s degree preferred.
• 2–5 years in client service or sales within financial services.
• FINRA Series 7 & 63 required; Series 66/65 preferred.
• Proficient with MS Office; Salesforce experience is a plus.

Responsibilities

• Fully accountable for servicing and supporting Citi’s Investment and Banking clients.
• Handle inbound and outbound calls; respond to client service requests end-to-end.
• Ensure KYC/AML compliance and adhere to FINRA guidelines.
• Build rapport with clients and coordinate with Advisors and back-office teams.

Skills

Client service

Sales

Communication

Relationship building

Teamwork

Independent work

Education

Bachelor's degree

Master's degree preferred

Tools

Excel

Outlook

Word

Salesforce

Job description

Citigroup Inc. in Jacksonville, FL, seeks an Intermediate Registered Wealth Service Associate to provide frontline client service and sales support for banking and investments.

You will handle inbound/outbound calls, respond to client inquiries, and ensure KYC/AML compliance while coordinating with Financial Advisors.

The role requires Series 7 and 63, a Bachelor's degree, and strong communication and relationship-building skills in a hybrid work environment.