Citi · 21 hours ago
Wealth Service Associate
Jacksonville Florida United States
Full-time
Hybrid
New Grad, Entry Level
$49K/yr - $68K/yr
0+ years expCiti is a leading global bank, and they are seeking a Wealth Service Associate to provide client service and sales support primarily through phone calls. The role involves adhering to compliance procedures and ensuring exceptional service for Banking and Investment inquiries.
BankingFinanceFinancial Services
Responsibilities
Clearly articulate business value proposition (products and services)
Effectively and timely attend to client service requests received via telephone or email
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy
Ensures that KYC/AML and other compliance norms are strictly adhered to
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities
Builds a rapport with back-office staff and seek out highest level of support from those teams
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement
React to client needs for investment products by referring such clients to licensed investment representatives
Complete client contact campaigns as defined by Sales Management
Support ad-hoc initiatives/projects as required by Sales Management
Complete all required trainings pertaining to the function in a timely manner
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualification
Required
Excellent verbal and written communication skills. Ability to communicate at a professional level
Positive and can-do attitude
Excellent people skills and ability to work in a team environment
Capable of working independently within established procedures and make decisions without manager approval
Able to perform multiple functions with a high degree of accuracy
Strong desire to create a top-notch client experience with every client every day
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team
Ability to support a diverse array of products and services
Bachelor's Degree/University degree or equivalent experience
Preferred
2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)
Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry
Knowledge of Microsoft Office (Excel, Outlook, and Word)
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
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.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
Company data provided by crunchbase