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Registered Client Service Associate at Citi - ApplyBlast

Registered Client Service Associate

Citi

5 months ago

3.6 on Glassdoor

New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

A Licensed Client Service Associate integrates in-depth specialty knowledge with industry standards and practices, applying analytical thinking and data analysis tools to deliver wealth management services and ensure compliance with laws and regulations.

Responsibilities

Deliver wealth management services to clients with guidance from the Banker teams
Assess risk in business decisions and ensure compliance with laws and regulations
Maintain strong communication and diplomacy skills for complex information exchange
Manage multiple deadlines with strong organizational and time management skills
Provide quality and timely service to support team and related teams

Skills

Qualifications

Bachelor's DegreeSeries 7/63 or 7/66 License

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.