HNW Investment Accounts AVP — Client Services
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Financial Sales, Financial Services, Financial Analyst
Citi Personal Wealth Management in Jacksonville, FL is hiring an Investment Account Support Specialist SAFE Act to handle end-to-end brokerage servicing and trading requests for high-net-worth clients in a contact center setting.
The role requires 5–8 years in the investment industry, FINRA registrations, and a bachelor’s degree. You will work with self-directed clients, place trades, ensure KYC/AML compliance, and collaborate across Citi teams. Base salary range listed with benefits described.
We have an opening for a HNW Investment Accounts AVP — Client Services in Jacksonville, FL, United States within Finance, Management & Operations.
We are currently recruiting a HNW Investment Accounts AVP — Client Services for our team in Jacksonville, FL, United States.
This is a strong opportunity to take on the HNW Investment Accounts AVP — Client Services role at Citi.
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