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Licensed Client Service Associate at Citi - ApplyBlast

Licensed Client Service Associate

Citi

6 days ago

3.6 on Glassdoor

Staten Island, New York, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Licensed Client Service Associate role involves delivering wealth management services to clients under the guidance of Banker teams while ensuring compliance with laws, regulations, and ethical standards. This developing professional position requires analytical thinking, data analysis skills, and strong communication abilities to handle complex or sensitive information. The role directly impacts team effectiveness through quality and timely service delivery.

Responsibilities

Deliver wealth management services to clients with guidance from the Banker teams
Assess risk when business decisions are made and drive compliance with applicable laws
Manage multiple concurrent deadlines with strong organizational and time management skills

Skills

Qualifications

Series 7/63Series 7/66

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.