Licensed Client Service Associate

• 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

• 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 required
• Bilingual English/Mandarin or Cantonese Preferred

Bilingual English/Mandarin or Cantonese

• Medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages including vacation, sick leave, and paid holidays
• discretionary and formulaic incentive and retention awards