Licensed Client Service Associate

Citi • New York, NY

3d • $78,320 - $109,280

About The Position

The Licensed Client Service Associate is a developing professional role that combines in-depth specialty knowledge with a solid understanding of industry standards and practices. The role requires understanding how the team and area work with others to achieve objectives, applying analytical thinking and data-analysis methods, and communicating information systematically. The associate uses communication and diplomacy skills to exchange potentially complex or sensitive information. The work has a moderate but direct impact through close contact with core business activities; the quality and timeliness of service affect the effectiveness of the associate’s team and closely related teams.

The associate delivers wealth management services to clients with guidance from Banker teams and supports risk management, compliance, and control practices. The position is based in Staten Island, New York, and is full time.

Requirements

• 2–5 years of relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time-management skills in support of Banker teams and clients.
• Ability to problem-solve and analyze data, with attention to detail.
• Strong verbal and written communication skills.
• Client-facing experience.
• Strong background and interest in operations and compliance.
• Previous sales referral experience.
• Knowledge of investments, banking, and credit products.
• U.S. licenses: Series 7/63 or Series 7/66, or willingness to acquire the required licenses.
• Bachelor's/University degree or equivalent experience.

Responsibilities

• Deliver wealth management services to clients with guidance from the Banker teams.
• Assess risk appropriately when making business decisions, including consideration of the firm's reputation and safeguarding Citi, its clients, and assets.
• Drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment to personal behavior, conduct, and business practices; and escalate, manage, and report control issues transparently.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including planned vacation, unplanned sick leave, and paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level