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Client Services Associate

2 months ago

Arcadia, California, United States Citigroup Inc Full time

The Registered Client Services Associate plays a crucial role in delivering exceptional service to clients while collaborating closely with the Banker teams. This position requires a blend of specialized knowledge and a comprehensive understanding of industry standards and practices.

Key Responsibilities:

  • Provide wealth management services to clients under the guidance of Banker teams.
  • Evaluate risks associated with business decisions, ensuring adherence to compliance standards and protecting the firm's reputation.
  • Communicate complex information effectively, utilizing developed diplomacy skills.

Qualifications:

  • 2-5 years of relevant experience in client services or a related field.
  • Proven ability to manage multiple deadlines with strong organizational skills.
  • Excellent problem-solving skills with a keen attention to detail.
  • Strong verbal and written communication abilities.
  • Experience in client-facing roles, with a solid understanding of operations and compliance.
  • Knowledge of investments, banking, and credit products is preferred.
  • 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 comprehensive employee benefits including medical, dental, and vision coverage, 401(k), and wellness programs.

Citi is committed to fostering a diverse and inclusive workplace, and we encourage all qualified applicants to consider career opportunities with us.