Current jobs related to Licensed Client Service Associate - San Francisco, California - Citigroup Inc

  • Licensed Client Service Associate

    4 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role requires good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal candidate...

  • Client Service Associate

    4 weeks ago

    San Francisco, California, United States TalentLink Solutions Full time

    Job DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...

  • Client Service Associate

    1 month ago

    San Francisco, California, United States BNY Mellon Full time

    Client Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...

  • Client Service Associate

    4 weeks ago

    San Francisco, California, United States TalentLink Solutions Full time

    Job DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...

  • Client Service Associate

    4 weeks ago

    San Francisco, California, United States BNY Mellon Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...

  • Client Services Associate

    1 month ago

    San Francisco, California, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...

  • Client Services Associate II

    4 weeks ago

    San Francisco, California, United States Guardant Health Full time

    About the RoleThe Client Services Associate II is a key member of the Guardant Health team, responsible for providing exceptional support to clients and patients in their territory. This role requires strong communication and problem-solving skills, as well as the ability to work collaboratively with other team members to achieve department goals.Key...

  • Client Service Associate

    4 weeks ago

    San Diego, California, United States Vets Hired Full time

    About the RoleAt Vets Hired, we're seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for maintaining accurate and up-to-date management systems, educating clients on our services and capabilities, and providing exceptional support to our clients.Key...

  • Client Service Associate

    4 weeks ago

    San Diego, California, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...

  • Client Relationship Associate

    4 weeks ago

    San Francisco, California, United States Dodge & Cox Full time

    About the RoleDodge & Cox is seeking an experienced Client Relationship Associate to support our Client Service team in responding to investor inquiries. The successful candidate will play a key role in our broader client service effort by providing timely, thorough, and accurate responses to client requests.Key ResponsibilitiesCoordinating responses to...

  • Client Solutions Associate

    4 weeks ago

    San Francisco, California, United States FactSet Full time

    At FactSet, we are seeking a skilled Client Solutions Associate to join our team. As a Client Solutions Associate, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and building deep client relationships. You will develop client-focused processes and solutions, implement product-based workflows, and provide...

  • Licensed Psychotherapist

    1 month ago

    San Ramon, California, United States Sweet Mango Therapy Group Licensed Full time

    About the RoleSweet Mango Therapy Group, Inc. is seeking a highly skilled and experienced Licensed Psychotherapist to join our team. As a key member of our clinical team, you will provide high-quality mental health services to professionals in California, helping them reach their full potential and live a life they can be proud of.We are a growing team of...

  • Client Solutions Associate

    4 weeks ago

    San Francisco, California, United States FactSet Full time

    About the RoleFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a key member of our client-facing team, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and ensuring smooth user onboarding.Key ResponsibilitiesDevelop deep client relationships by...

  • Client Service Associate

    4 weeks ago

    San Diego, California, United States PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Client Services Associate

    1 month ago

    San Diego, California, United States Veritext Legal Solutions Full time

    OverviewAt Veritext Legal Solutions, we strive to provide exceptional service to our clients. As a Client Services Associate, you will play a crucial role in exceeding client expectations by proactively managing their requests and issues on cases and litigation matters.Key ResponsibilitiesRespond to client requests in a timely and professional manner.Resolve...

  • Client Service Associate

    1 month ago

    San Diego, California, United States Vets Hired Full time

    About the RoleWe are seeking a highly skilled Client Specialist Associate to join our team at Vets Hired. As a champion of our brand, you will be the voice of the company for our customers, providing exceptional service and support through various channels.Key ResponsibilitiesDeliver outstanding customer experiences through phone, email, and social media...

  • Client Service Director

    1 month ago

    San Francisco, California, United States Davita Inc. Full time

    Job Title: Client Service DirectorAt Davita Inc., we are seeking a highly skilled Client Service Director to lead our thriving Public and Private sector water and wastewater practice in Southern California. This senior role is an essential part of our growth as we continue to provide quality solutions to our trusted clients.Key Responsibilities:Engage the...

  • Client Services Manager

    4 weeks ago

    San Francisco, California, United States Kennedy Jenks Full time

    At Kennedy Jenks, we are seeking a seasoned Client Services Manager to lead our Northern California market. This key role will be responsible for developing client strategies, assembling client teams, and executing plans to deliver our services efficiently.The ideal candidate will have a strong background in water/wastewater engineering consulting, with a...

  • Client Service Coordinator

    4 weeks ago

    San Francisco, California, United States Itsjustlunchmassillon Full time

    About the Role:As a Client Service Professional at It's Just Lunch, you will have the opportunity to make a meaningful impact on our clients' lives. Your primary responsibility will be to coordinate and facilitate our clients' dating experiences, ensuring that every interaction is personalized and exceptional.Key Responsibilities:• Coordinate and schedule...

  • Client Service Specialist

    1 month ago

    San Francisco, California, United States Evergreen Services Group Full time

    Job DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...

Licensed Client Service Associate

1 month ago

San Francisco, California, United States Citigroup Inc Full time
Job Summary

The Licensed Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.

Key Responsibilities
  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Assess risk and make business decisions, ensuring compliance with applicable laws, rules, and regulations.
  • Manage multiple concurrent deadlines and prioritize tasks to meet the needs of banker teams and clients.
  • Analyze data and problem-solve with attention to detail, providing high-quality solutions.
  • Develop and maintain strong relationships with clients, leveraging excellent communication and diplomacy skills.
Requirements
  • 2-5 years of relevant experience in wealth management or a related field.
  • Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple deadlines.
  • Excellent analytical and problem-solving skills, with the ability to analyze data and provide high-quality solutions.
  • Strong verbal and written communication skills, with the ability to develop and maintain strong relationships with clients.
  • US: Licenses: Series 7/63 or 7/66 or willingness to acquire.
Education

Bachelor's/University degree or equivalent experience.

Benefits

Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Additionally, Citi offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Equal Opportunity Employer

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.