Wealth Team Client Service Associate

@ Citi

About the Wealth Team Client Service Associate Role

This role is a developing professional position that integrates in-depth specialty knowledge with industry standards and practices. The role involves analytical thinking, use of data analysis tools, and systematic communication of information. Effective communication and diplomacy skills are critical for exchanging complex or sensitive information.

Responsibilities

• Deliver wealth management services to CITI PRIVATE BANK clients with guidance from banker teams.
• Assess risk and safeguard Citigroup, its clients, and its assets.
• Drive compliance with applicable regulations and policies.
• Escalate and manage control issues with transparency.

Qualifications

Candidates should have 2-5 years of relevant experience, strong organizational and time management skills, and the ability to problem-solve and analyze data with attention to detail. Excellent verbal and written communication skills and client-facing experience are required. A background in operations, compliance, investments, banking, and credit products is important. For US candidates, Series 7/63 or 7/66 licenses are required.

Education

Bachelor's/University degree or equivalent experience.

Compensation & Benefits

The salary range is $72,800 - $109,200. Citi also offers discretionary and formula-based incentive awards along with a comprehensive benefits package including medical, dental, vision, 401(k), life and disability insurance, wellness programs, and paid time off.

Key skills/competency

• Wealth management
• Client service
• Compliance
• Data analysis
• Risk assessment
• Banking products
• Investments
• Communication
• Organizational skills
• Problem solving