Wealth Service Associate

Citigroup

Jacksonville, Florida, United States
Base: $49,010.00 - $68,390.00; bonus/equity: discr...
Hybrid
Inbound and outbound phone calls
Kyc and aml compliance adherence
End-to-end client issue resolution
The role is responsible for servicing and supporting internal and external clients primarily through inbound and outbound phone calls while adhering to KYC and AML procedures

Job Summary

  • The role is responsible for servicing and supporting internal and external clients primarily through inbound and outbound phone calls while adhering to KYC and AML procedures.
  • Employees will own client issues end-to-end with a closed-loop process and ensure claims are handled in accordance with FINRA and firm policy.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role is responsible for servicing and supporting internal and external clients primarily through inbound and outbound phone calls while adhering to KYC and AML procedures.

Salary

Base: $49,010.00 - $68,390.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • Inbound and outbound phone calls
  • KYC and AML compliance adherence
  • End-to-end client issue resolution
  • FINRA policy compliance
  • Salesforce communication usage

Nice-to-have

  • Positive and can-do attitude
  • Strong desire for top-notch client experience
  • Ability to work independently
  • Open to frequent feedback
  • Team collaboration skills

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 0-2 years of Client Service or Sales experience
  • Basic understanding of KYC and AML concepts

Work Rights

Not specified

Tailored Resume

Cover Letter