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Wealth Management Client Associate
2 months ago
Position Overview:
The Client Service Associate is an evolving professional role that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team collaborates with other areas to achieve the objectives of the job family. The associate will utilize analytical skills and data analysis methodologies to effectively communicate and interpret information.
Key Responsibilities:
- Provide wealth management services to clients, working closely with the Banker teams.
- Evaluate risks in business decisions, ensuring adherence to compliance standards and safeguarding the firm's reputation and assets.
- Demonstrate ethical judgment in personal conduct and business practices, while managing and reporting control issues transparently.
Qualifications:
- 2-5 years of relevant experience in client services.
- Strong organizational and time management skills to handle multiple deadlines effectively.
- Proficient in problem-solving and data analysis with a keen attention to detail.
- Excellent verbal and written communication abilities.
- Experience in client-facing roles with a solid background in operations and compliance; prior sales referral experience is a plus.
- Knowledge of investment, banking, and credit products is essential.
- Licenses: Series 7/63 or 7/66 or willingness to obtain.
Education:
- Bachelor's degree or equivalent experience.
Job Family Group: Private Client Coverage
Job Family: Client Services
Employment Type: Full-time
Compensation: Competitive salary range with additional benefits including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs.
Citi is committed to diversity and inclusion, providing equal opportunity to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.