Registered Wealth Service Associate
$64.6k - $90.2k+ Incentive awards + Retention awards
Mid
Bachelor's
O'Fallon, MO, USA+2 moreMore locations: San Antonio, TX, USA | Jacksonville, FL, USA
Hybrid
Customer Experience & SupportCustomer Support
About the job
Requirements
- Two to five years of experience in client service and/or sales within financial services (banking, insurance, or investments) is preferred.
- Prior work experience in a related job that provides a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines, combined with networking and relationship-building skills.
- Excellent verbal and written communication skills, including the ability to communicate at a professional level.
- People skills and ability to work in a team environment.
- Ability to work independently within established procedures and make decisions without manager approval.
- Ability to perform multiple functions with a high degree of accuracy.
- Desire to create a high-quality client experience with every client.
- Openness to receiving frequent feedback; continuous feedback is crucial to team success.
- Ability to support a diverse array of products and services.
- U.S. Registered FINRA Series 7 and Series 63 licenses are required.
- Knowledge of Microsoft Office, including Excel, Outlook, and Word, is preferred.
Responsibilities
- Service and support Citi’s investment and/or banking clients.
- Clearly articulate the business value proposition and match clients with the correct products and services.
- Provide timely responses to client service requests received by telephone or email.
- Own client issues end to end, provide support and issue resolution, and use a closed-loop process.
- Handle inquiries and requests related to banking and/or investment operations, including placing unsolicited securities trades.
- Ensure customer claims and complaints are handled in accordance with FINRA and firm policy.
- Adhere to Know-Your-Customer, Anti-Money Laundering, and other compliance requirements.
- Build rapport with clients and use Salesforce to communicate issues, tasks, and opportunities.
- Build rapport with back-office staff and seek the highest level of support from those teams.
- Provide timely feedback to senior management about client pain points and barriers to exceptional service, and offer process-improvement suggestions.
- Respond to client requests for investment products and refer clients to Financial Advisors when requested.
- Identify prospective clients interested in becoming new clients.
- Execute specific client-contact campaigns defined by Sales Management or Segments.
- Proactively contact clients to identify needs and deepen relationships.
- Complete all required job-related training in a timely manner.
- Assess risk in business decisions, consider the firm’s reputation and safeguard Citigroup, its clients, and assets; comply with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment to personal behavior, conduct, and business practices; and transparently escalate, manage, and report control issues.
Desired Qualifications
- Series 66 or Series 65 license is preferred.
About the company
Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1812
Get referred to Citi
See people who can refer or advise you
Simplify's Take
What believers are saying
- Revenue is expanding: Citi reported $24.8 billion in the June 2026 quarter, up 14% year over year.
- US parents get protected time: eligible Citi employees receive 16 weeks of bonding leave at full base pay.
- Institutional deposits are sticky: Citi says around 80% of Services deposits come from clients with relationships exceeding 15 years.
What critics are saying
- Lending losses remain substantial: Citi's net credit losses reached $2.4 billion in the June 2026 quarter.
- Australian hybrid roles require office time: Citi sets a minimum of three office days weekly for designated hybrid positions.
- Job cuts carry a cost: Citi booked roughly $500 million in severance in the March 2026 quarter.
What makes Citi unique
- Corporate payments move at scale: Citi processes around $6 trillion daily through its Treasury and Trade business.
- Deposits move beyond banking hours: Citi Token Services transfers cash between participating Citi branches around the clock.
- Employees use a shared AI workspace: Citi's Stylus platform reaches over 180,000 people for research and multi-step workflows.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Wellness Program
- Paid Vacation
- Paid Sick Leave
- Paid Holidays