Wealth Team Client Service Associate

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

Job summary

Citigroup Inc. in San Antonio, Texas is seeking a Team Client Service Associate to support wealth management clients under guidance from Wealth Advisors and the Client Onboarding team.

You will handle onboarding, document and track client activities in our internal system, and assist with account openings (including complex/cross-border) and asset transfers, while maintaining risk controls and compliance across investments, banking, and credit products.

Qualifications

• 2-5 years relevant experience in client service or wealth management.
• Strong multitasking, organization and time management.
• Knowledge of investments, banking and credit products; US licenses SIE, 7/63 or 7/66.

Responsibilities

• Deliver wealth management services to clients with guidance from 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, showing compliance with laws and regulations and escalating/control issues.

Skills

Time management

Data analysis

Verbal communication

Written communication

Client facing

Education

Bachelor's/University degree or equivalent experience

Tools

Internal tracking system

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

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Job Family Group

Private Client Coverage

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Job Family

Client Services

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Time Type

Full time

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Primary Location

San Antonio Texas United States

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Primary Location Full Time Salary Range

$62,620.00 - $87,380.00

In addition to salary, 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
• 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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date

Oct 07, 2026

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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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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.