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Registered Wealth Service Associate at Citi - ApplyBlast

Registered Wealth Service Associate

Citi

4 days ago

3.6 on Glassdoor

O'Fallon, Missouri, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Registered Wealth Service Associate provides comprehensive client service and sales support for Citi's Investment and Banking clients through inbound and outbound communications. The role involves managing client inquiries, ensuring compliance with KYC and AML procedures, and resolving issues to deliver exceptional service. Additionally, the position requires identifying prospective clients and deepening relationships through proactive outreach.

Responsibilities

Service and support Citi's Investment and Banking clients through inbound and outbound calls
Handle banking and investment operations inquiries including placing unsolicited securities trades
Ensure strict adherence to KYC, AML, and FINRA compliance norms and procedures

Skills

Qualifications

US Registered FINRA Series 7 & 63Series 66/65

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.