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Licensed Wealth Client Services Specialist
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-07-18
Listing for:
Citi
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi is seeking a Licensed Client Service Associate in San Jose, California. The role involves delivering wealth management services and assessing risks while ensuring compliance. Candidates should possess 2-5 years of relevant experience, strong analytical skills, and a Bachelor's degree.
In addition to a competitive salary between $78,320 and $109,280, Citi offers a comprehensive benefits package, including medical coverage, retirement plans, and paid time off.
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