Registered Client Service Associate

This role integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. It requires analytical thinking, data analysis skills, and the ability to communicate complex information systematically. Developed communication and diplomacy skills are essential for exchanging sensitive information. The role has a moderate but direct impact on the business's core activities, with service quality affecting both the team and related teams.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk in business decisions, considering the firm’s reputation and safeguarding Citigroup, its clients, and assets.
• Drive compliance with applicable laws, rules, and regulations, adhering to Policy and applying sound ethical judgment.
• Escalate, manage, and report control issues with transparency.

Requirements

• 2-5 years of relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills.
• Problem-solving and data analysis skills with attention to detail.
• Strong verbal and written communication skills.
• Client-facing experience; background and interest in operations and compliance.
• Previous sales referral experience.
• Knowledge of investments, banking, and credit products.
• US Licenses: Series 7/63 or 7/66 required.
• Bilingual in Mandarin/Cantonese is a plus.

Qualifications

Bachelor’s/University degree or equivalent experience.

Pay

Full-time salary range: $61,280.00 - $109,280.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Schedule

Full time.

Primary location: San Francisco, California, United States.