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HNW Investment Account Specialist

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: 05218 Citigroup Global Markets Inc.
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

05218 Citigroup Global Markets Inc. is hiring an Investment Account Support Specialist in Jacksonville, Florida. This role entails providing comprehensive support to high net worth clients with self-directed investment accounts. You will handle various service requests and trades while ensuring compliance with KYC/AML regulations.

The ideal candidate has 5-8 years of experience, strong investment knowledge, and must hold Series 7 & 63 licenses. Join our team to help clients achieve their financial goals with top-notch service and support.

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