Wealth Client Solutions Associate
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-31
Listing for:
Citi
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
The Wealth Associate role at Citi is a Client Service and Sales support position focused on servicing internal and external clients primarily through inbound and outbound phone calls while adhering to KYC/AML procedures for Citi’s Investment and/or Banking clients.
You will provide best-in-class service on Banking and Investment inquiries, build rapport with clients and back-office staff, and help manage risk through adherence to Citi policies and process improvements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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