Registered Associate in Client Services

2 weeks ago


Washington, United States Citigroup Inc Full time

The Registered Client Service Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role demonstrates a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. It requires the application of analytical thinking and familiarity with data analysis tools and methodologies, enabling the breakdown of information in a systematic and communicable manner.

Key Responsibilities:

  • Provide wealth management services to clients with support from the Banker teams.
  • Evaluate risks associated with business decisions, giving special attention to the firm's reputation and the protection of Citigroup, its clients, and assets. This includes ensuring compliance with relevant laws, rules, and regulations, adhering to policies, and exercising sound ethical judgment in personal conduct and business practices.

Qualifications:

  • 2-5 years of relevant experience in a similar role.
  • Proven ability to manage multiple deadlines effectively, demonstrating strong organizational and time management skills to meet the needs of banker teams and clients.
  • Strong problem-solving skills and attention to detail in data analysis.
  • Excellent verbal and written communication skills.
  • Experience in client-facing roles, with a solid background and interest in operations and compliance, along with previous sales referral experience. 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

Time Type: Full time

Compensation: Competitive salary range, along with potential discretionary and formulaic incentive and retention awards. Comprehensive employee benefits are available, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also offered.

Citi is an equal opportunity and affirmative action employer, ensuring qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.



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