Licensed Client Service Associate
Core
Deliver wealth management services to clients with guidance from Banker teams, ensuring compliance and risk management.
Role type
Licensed Client Service Associate
Builds
Wealth management services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
data analysis, risk assessment, compliance knowledge, client communication, problem solving, knowledge of investments/banking/credit products
Preferred skills
Series 7/63/66 license or willingness to acquire, sales referral experience
Responsibilities
Deliver wealth management services to clients; assess risk and drive compliance with laws and regulations; manage multiple concurrent deadlines; analyze data with attention to detail.
Seniority
Mid-level (2-5 years experience) (via careerplan.io/jobs/859037902037-licensed-client-service-associate-at-citi)