Registered Client Service Associate

Work From Home With CiCi

San Francisco, California, United States
Base: $61,280.00 - $109,280.00; bonus/equity: not ...
Wealth management services delivery
Risk assessment and compliance
Data analysis and problem solving
The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices

Job Summary

  • The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices.
  • Responsibilities include delivering wealth management services to clients and assessing risk when making business decisions.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage, 401(k), and paid time off packages.

Matching Summary

The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices.

Salary

Base: $61,280.00 - $109,280.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Wealth management services delivery
  • Risk assessment and compliance
  • Data analysis and problem solving

Nice-to-have

  • Bilingual in Mandarin/Cantonese
  • Strong organizational skills
  • Client facing experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter