Registered Client Service Associate
Citi(1 month ago)
About this role
The Licensed Client Service Associate is a developing professional within Private Client Coverage who supports client-facing wealth management activities and integrates specialty knowledge with industry standards. The role works closely with banker teams and contributes analytical insight and data-driven support to client solutions. It has moderate impact on core business activities and requires adherence to compliance and risk management standards.
Required Skills
- Client Facing
- Wealth Management
- Data Analysis
- Communication
- Time Management
- Compliance
- Investments
- Banking Products
- Problem Solving
- Organization
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 66
About Citi
citi.comCitibank 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.
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