Wealth Services Associate: Client Success & Trading Support
Listed on 2026-10-15
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
The Citi Registered Wealth Service Associate role focuses on client service and sales support for Citi's Investment and Banking clients. The position handles inbound/outbound calls, processes requests, and ensures compliance with KYC/AML and FINRA requirements.
You will use Salesforce to track issues, collaborate with back-office teams, and identify opportunities to deepen client relationships while delivering best-in-class service.
This posting is for the Wealth Services Associate:
Client Success & Trading Support role at Citi, based in O’Fallon, MO, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Services Associate:
Client Success & Trading Support role in the description above.
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