Wealth Team Client Service Associate

Citi; San Antonio (TX); On-site; USD 63,000 - 87,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

The Citi Private Client Coverage team in San Antonio, TX is seeking a Team Client Service Associate to support wealth advisors and the client onboarding group, delivering wealth management services and coordinating onboarding activities.

You will handle account openings (including complex and cross-border accounts), asset transfers, and ongoing maintenance while ensuring regulatory compliance and risk controls.

Qualifications

• 2-5 years relevant experience
• Ability to multi-task with strong organizational and time management skills per the needs of the wealth advisors, onboarding team and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of 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

2-5 years relevant experience

Multi-tasking

Problem solving & data analysis

Verbal & written communication

Client-facing experience

Licenses: Series SIE, 7/63 or 7/66

Education

Bachelor's/University degree or equivalent experience

Job description

The Team Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

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.

Qualifications

• 2-5 years relevant experience
• Ability to multi-task with strong organizational and time management skills per the needs of the wealth advisors, client onboarding team and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; knowledge of investments, banking, and credit products
• US: Licenses: Series SIE, 7/63 or 7/66

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Client Services

Time Type

Full time

Primary Location

San Antonio Texas United States

Primary Location Full Time Salary Range

$62,620.00 - $87,380.00

Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Oct 07, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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