Registered National Investor Center Support Associate

Citigroup

San Antonio, Texas, United States
Base: $62,620.00 - $87,380.00; bonus/equity: discr...
Hybrid
Client service and sales support
Investment account maintenance
Kyc and aml compliance adherence
The role is fully responsible for servicing internal and external clients while adhering to strict KYC and AML procedures

Job Summary

  • The role is fully responsible for servicing internal and external clients while adhering to strict KYC and AML procedures.
  • Employees will manage workflow queues, handle investment operations including margin and options, and ensure risk is prudently managed.
  • Citi offers competitive benefits including medical, dental, vision, 401(k), and paid time off packages alongside a salary range of $62,620.00 - $87,380.00.

Matching Summary

The role is fully responsible for servicing internal and external clients while adhering to strict KYC and AML procedures.

Salary

Base: $62,620.00 - $87,380.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Client service and sales support
  • Investment account maintenance
  • KYC and AML compliance adherence
  • End-to-end issue resolution
  • Series 7 and Series 63 registration

Nice-to-have

  • Strong relationship building skills
  • Proactive client outreach capabilities
  • Process improvement suggestions
  • Microsoft Office proficiency
  • Team collaboration in wealth management

Key Requirements

  • US FINRA Registration SIE, Series 7 & 63 required within 150 days
  • 2-5 years experience in Client Service or Sales within financial services
  • Bachelor's degree or equivalent experience
  • Knowledge of Microsoft Office preferred

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter