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Financial Services

Wealth Client Services Associate: Compliance & Solutions

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citi
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 61280 - 109280 USD Yearly USD 61280.00 109280.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Licensed Client Service Associate in San Francisco. The role focuses on delivering wealth management services, assessing compliance risks, and requires strong communication and analytical skills. Candidates should have 2-5 years of experience, a Bachelor's degree, and preferably hold licenses Series 7/63 or 7/66. The position offers a salary range of $61,280 to $109,280 and includes competitive employee benefits, fostering a comprehensive support structure for its clients and teams.
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Position Requirements
10+ Years work experience
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