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Financial Services Wealth Management

Wealth Onboarding & Client Relations Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 69130 - 96470 USD Yearly USD 69130.00 96470.00 YEAR
Job Description & How to Apply Below
A global financial services firm is seeking an Investment Relationship Officer in Chicago, Illinois. This role requires leading client onboarding efforts and ensuring compliance with KYC processes. The ideal candidate has 2-4 years of experience in wealth management and must hold FINRA certifications. The position emphasizes strong relationship management skills and the ability to deliver superior client service. The role offers a competitive salary range of $69,130 - $96,470.
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