This role serves as the primary point of contact for high net worth clients managing self-directed investment relationships with Citi
Job Summary
This role serves as the primary point of contact for high net worth clients managing self-directed investment relationships with Citi.
The position requires handling end-to-end brokerage account servicing including complex trades like margin and options while ensuring strict compliance adherence.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages alongside a flexible work-from-home environment.
Matching Summary
This role serves as the primary point of contact for high net worth clients managing self-directed investment relationships with Citi.
Salary
Base: $96,960.00 - $145,440.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs