Registered Client Service Associate
$69.13k/y-$96.47k/y
Citia day ago
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OnsiteFull-timeMid
Summary
Citi is seeking a Registered Client Service Associate to join their team in Chicago, IL. The role involves delivering wealth management services and ensuring compliance with industry standards and regulations.
About the Role
As a Registered Client Service Associate, you will be responsible for providing wealth management services to clients, assessing risks in business decisions, and ensuring compliance with applicable laws and regulations. You will utilize analytical thinking and data analysis tools to support the team and maintain effective communication with clients and colleagues.
About You
Required:
- 2-5 years relevant experience
- Bachelor's/University degree or equivalent experience
- Strong verbal and written communication skills
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills
- Client facing experience with knowledge of investments, banking, and credit products
- US: Licenses: Series 7/63 or 7/66 or willing to acquire in 150 days
Preferred:
- Strong background and interest in the fields of operations and compliance
- Previous sales referral experience
- Ability to problem solve and analyze data with attention to detail
Benefits
- Competitive salary range of $69k–$96k
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Wellness programs
- Paid time off including vacation, sick leave, and paid holidays
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Chicago, IL