Registered Client Service Associate

Licensed Client Service Associate

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner.

Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. Moderate but direct impact is achieved through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

• Deliver wealth management services to clients with guidance from the Banker teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the company's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• 2–5 years relevant experience.
• Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs 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 the fields of operations and compliance; previous sales referral experience; knowledge of investments, banking, and credit products.
• U.S.:
  Licenses:
  Series 7/63 or 7/66 or willing to acquire.

• Bachelor's/University degree or equivalent experience.

• Job Family Group:
  Private Client Coverage
• Job Family:
  Client Services
• Time Type:
  Full time
• Primary
  
  Location:
  
  Bethesda, Maryland, United States
• Salary Range (Full Time): $74,390.00 – $

Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave) and paid holidays.

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi.