Wealth Client Services & Onboarding Associate
Listed on 2026-10-06
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Finance & Banking
Financial Services, Wealth Management, Financial Sales, Banking & Finance
Citigroup Inc. in San Antonio, Texas is seeking a Team Client Service Associate to support wealth management clients under guidance from Wealth Advisors and the Client Onboarding team.
You will handle onboarding, document and track client activities in our internal system, and assist with account openings (including complex/cross-border) and asset transfers, while maintaining risk controls and compliance across investments, banking, and credit products.
We are currently recruiting a Wealth Client Services & Onboarding Associate for our team in San Antonio, TX, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in San Antonio, TX, United States.
This opportunity is part of our work in Sales.
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