Registered Wealth Investment Services Associate

## For additional information, please review .
*
* Qualifications:

*** 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
* Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
* Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
* Excellent verbal and written communication skills. Ability to communicate at a professional level.
* Positive and can-do attitude.
* Excellent people skills and ability to work in a team environment.
* Capable of working independently within established procedures and make decisions without manager approval.
* Able to perform multiple functions with a high degree of accuracy.
* Strong desire to create a top-notch client experience with every client every day.
* Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
* Ability to support a diverse array of products and services.
* Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
* US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
*
* Education:

*** Bachelor’s/University degree, Master’s degree preferred-----------------------------------------------------
- ** Job Family Group:
** Consumer Sales-----------------------------------------------------
- ** Job Family:
** Telesales-----------------------------------------------------
- ** Time Type:**-----------------------------------------------------
- ** Primary

Location:

** Jacksonville Florida United States-----------------------------------------------------
- ** Primary Location Full Time Salary Range:**$62,620.00 - $87,380.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & 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. For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

-----------------------------------------------------
- ** Most Relevant Skills
** Please see the requirements listed above.

-----------------------------------------------------
- ** Other Relevant Skills
** For complementary skills, please see above and/or contact the recruiter.

-----------------------------------------------------
- ** Anticipated Posting Close Date:
** Jan 06, 2026-----------------------------------------------------
- * Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 .
View Citi’s  and the  poster.
* The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients.  Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

** Responsibilities:
*** Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
* Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
* Directly responsible for providing timely responses to client service requests, received via telephone or email.
* Provides…