Registered Client Service Associate

Citigroup

Bethesda, Maryland, United States
Base: $74,390.00 - $103,810.00; bonus/equity: disc...
Hybrid
Manage multiple concurrent deadlines
Analyze data with attention to detail
Strong verbal and written communication skills
The Registered Client Service Associate position at Citigroup in Bethesda, Maryland, is a hybrid role focused on delivering wealth management services while ensuring compliance with regulations. Candidates should possess relevant experience, strong communication skills, and a background in client-facing roles, with the potential to acquire necessary licenses

Job Summary

  • This role delivers wealth management services to clients while ensuring strict adherence to risk assessment and compliance standards.
  • The position requires a developing professional who can apply analytical thinking to break down complex information systematically.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 85

The Registered Client Service Associate position at Citigroup in Bethesda, Maryland, is a hybrid role focused on delivering wealth management services while ensuring compliance with regulations. Candidates should possess relevant experience, strong communication skills, and a background in client-facing roles, with the potential to acquire necessary licenses.

Salary

Base: $74,390.00 - $103,810.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • Manage multiple concurrent deadlines
  • Analyze data with attention to detail
  • Strong verbal and written communication skills
  • Client facing experience in operations
  • Knowledge of investments banking products

Nice-to-have

  • Previous sales referral experience
  • Interest in compliance fields
  • Diplomacy for sensitive information exchange
  • Analytical thinking and data tools
  • Team integration understanding

Key Requirements

  • 2-5 years relevant experience
  • Bachelor's degree or equivalent
  • Series 7/63 or 7/66 license
  • US work authorization required

Work Rights

Not specified

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