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Bulge Bracket Investment BanksPosted 3 days ago
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**Registered Client Service Associate** at Citi in New York provides wealth management services to clients, guided by Banker teams. This role requires risk assessment and compliance expertise, attention to detail, and strong communication skills. Key responsibilities include delivering services, managing deadlines, analyzing data, and escalating control issues. Candidates should have 2-5 years of relevant experience, be Series 7/63 or 7/66 licensed, or be willing to obtain the license within 150 days. A Bachelor's degree is required. Hybrid job type, full-time position with a salary range of $78,320 - $109,280. Citi offers competitive employee benefits.
- Compensation
- $78,320 – $109,280 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Registered Client Service Associate
Job Req Id:
26966077
Location(s):
New York, New York, United States
Job Type:
Hybrid
Posted:
Mai. 21, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- Deliver wealth management services to clients with guidance from the Banker teams.
- 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.
Qualifications:
- 2-5 years relevant experience
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
- Ability to problem solve and analyze data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
- US: Licenses: Series 7/63 or 7/66 or must be obtained within 150 days.
Education:
- Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Client Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Staten Island New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$78,320.00 - $109,280.00
In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
May 28, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).
View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.
