Registered Client Service Associate

Workforcity

Bethesda, Maryland, United States
Base: $74,390.00 - $103,810.00; bonus/equity: not ...
2-5 years relevant experience
Ability to manage multiple deadlines
Strong verbal and written communication skills
The Licensed Client Service Associate delivers wealth management services to clients

Job Summary

  • The Licensed Client Service Associate delivers wealth management services to clients.
  • This role requires analytical thinking and a solid understanding of industry standards.
  • Citi offers competitive employee benefits, including medical, dental, and vision coverage.

Matching Summary

The Licensed Client Service Associate delivers wealth management services to clients.

Salary

Base: $74,390.00 - $103,810.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage

Skills & Requirements

Must-have

  • 2-5 years relevant experience
  • Ability to manage multiple deadlines
  • Strong verbal and written communication skills

Nice-to-have

  • Client facing experience
  • Strong background in operations and compliance
  • Interest in investments and banking

Key Requirements

  • Series 7/63 or 7/66 licenses
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter