Registered Client Service Associate

## Registered Client Service Associate Apply remote type:
Hybrid locations:
San Jose California United Statestime type:
Full time posted on:
Posted Todayjob requisition :
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner.

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

** Responsibilities:
*** Deliver wealth management services to clients with guidance from the Banker teams.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
*
* Qualifications:

*** 2-5 years relevant experience
* Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
* Ability to problem solve and analyze data with demonstration of attention to detail
* Strong verbal and written communication skills
* Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
* US:
Licenses:
Series 7/63 or 7/66 or willing to acquire within 150 days of start date.
*
* Education:

*** Bachelor's/University degree or equivalent experience------------------------------------------------------##
** Job Family Group:
** Private Client Coverage------------------------------------------------------##
** Job Family:
** Client Services------------------------------------------------------##
** Time Type:
** Full time------------------------------------------------------##
** Primary

Location:

** San Jose California United States------------------------------------------------------##
** Primary Location Full Time Salary Range:**$78,320.00 - $In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

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** Most Relevant Skills
** Please see the requirements listed above.

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** Other Relevant Skills
** For complementary skills, please see above and/or contact the recruiter.

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** Anticipated Posting Close Date:
** Jul 21, 2026------------------------------------------------------##
** Automated Processing and AI
** We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles ortantly, all our hiring processes and decisions, including determining…