Registered Client Service Associate

Publix Serving (Civica)

San Francisco, California, United States
Base: $61,280.00 - $109,280.00; bonus/equity: disc...
Client facing experience
Operations and compliance background
Investment product knowledge
Deliver wealth management services to clients with guidance from the Banker teams

Job Summary

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Deliver wealth management services to clients with guidance from the Banker teams.

Salary

Base: $61,280.00 - $109,280.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Client facing experience
  • Operations and compliance background
  • Investment product knowledge
  • Banking product knowledge
  • Credit product knowledge

Nice-to-have

  • Diplomacy skills
  • Analytical thinking
  • Data analysis tools
  • Mandarin/Cantonese bilingual

Key Requirements

  • 2-5 years relevant experience
  • Series 7/63 or 7/66 licenses
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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