Registered Client Service Associate @ Citi
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About the Registered Client Service Associate Role
The Registered Client Service Associate role at Citi integrates in-depth specialty knowledge with a strong understanding of industry standards and practices. This role involves analytical thinking, data analysis, and effective communication while being client-facing.
Key Responsibilities
- Deliver wealth management services with guidance from Banker teams.
- Assess risks and safeguard Citigroup, its clients, and assets.
- Drive compliance with laws, regulations, and internal policies.
- Break down complex data systematically for easy communication.
- Collaborate closely with related teams to support core activities.
Qualifications & Skills
Candidates should have 2-5 years of relevant experience, strong organizational skills, and the ability to manage multiple deadlines. Excellent verbal and written communication skills and a background in operations, compliance, and sales referrals are essential. US licenses such as Series 7/63 or 7/66 are required. A Bachelor's/University degree or equivalent experience is also necessary.
Benefits & Additional Information
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life and disability insurance, paid time off packages, and additional incentives. This full time role is part of the Private Client Coverage family, within Client Services.
Key skills/competency
- Wealth management
- Risk assessment
- Compliance
- Data analysis
- Client service
- Communication
- Organizational skills
- Sales referral
- Investment knowledge
- Banking products
How to Get Hired at Citi
🎯 Tips for Getting Hired
- Customize your resume: Highlight financial and compliance expertise.
- Research Citi: Understand culture, benefits, and mission.
- Tailor applications: Address required client service experience.
- Prepare for interviews: Practice scenario and technical questions.