Base: $74,390.00 - $103,810.00; bonus/equity: not ...
Not specified
Wealth management services delivery
Risk assessment and compliance
Strong organizational and time management skills
The Registered Client Service Associate position at Publix Serving (Civica) in Bethesda, Maryland, seeks a candidate with a background in wealth management and client services. The role requires strong analytical and communication skills to support banker teams in delivering services while adhering to compliance standards
Job Summary
The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with industry standards.
Responsibilities include delivering wealth management services to clients with guidance from the Banker teams.
Citi offers competitive employee benefits, including medical, dental & vision coverage, 401(k), and wellness programs.
Matching Summary
Match Score: 85
The Registered Client Service Associate position at Publix Serving (Civica) in Bethesda, Maryland, seeks a candidate with a background in wealth management and client services. The role requires strong analytical and communication skills to support banker teams in delivering services while adhering to compliance standards.