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Added 1 min ago
VH
Diagnostic Radiologic Technologist-Lead Mammography Technologist
Veterans Health Administration
Salt Lake City, UT
- $80,989 to $105,291 USD / year
Added 1 min ago
VH
Diagnostic Radiologic Technologist
Veterans Health Administration
Gaylord, MI
- $40,736 to $72,644 USD / year
…radiologic technology program, evidenced by a certificate or an associate degree, accredited by the Joint Review Committee on Education in Radiologic Technology (JRCERT) or from [other…
Added 1 min ago
US
Lead Child and Youth Program Assistant CY-02
United States Army Installation Management Command
Fort Rucker, AL
- $24 to $31 USD / hour
…Completion of DoW standardized training course OR Child Development Associate (CDA) or Military School-Age (MSA)…
Added 1 min ago
VH
Supervisory Social Worker HUD/VASH - EDRP Approved
Veterans Health Administration
Fort Worth, TX
- $148,381 to $194,197 USD / year
…experiencing or at risk of homelessness. The incumbent manages program operations, develops and implements policies, ensures regulatory compliance, evaluates program effectiveness, and…
Added 3 mins ago
VH
RN-Associate Director for Patient Care Service/Nurse Executive
Veterans Health Administration
Atlanta, GA · Birmingham, AL
- $207,243 to $228,000 USD / year
The Nurse V Associate Director for Patient Care Service (ADPCS) is an advanced healthcare executive who executes responsibilities that demonstrate leadership, experience, and creative…
Added 3 mins ago
VH
Registered Nurse - Community Care
Veterans Health Administration
Bath, NY · Canandaigua, NY
- $74,106 to $129,998 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 3 mins ago
VH
Assistant Nurse Manager
Veterans Health Administration
Muskogee, OK
- $91,339 to $161,196 USD / year
The Assistant Nurse Manager (ANM) supports the Nurse Manager (NM) in overseeing operations of a nursing unit/patient care area but is not responsible for independently carrying out the…
Added 3 mins ago
VH
Registered Nurse- Cardiac Catheterization Lab
Veterans Health Administration
Minneapolis, MN
- $93,448 to $159,842 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 3 mins ago
DC
Store Associate
Defense Commissary Agency
Camp Pendleton, CA
- $41,591 to $54,071 USD / year
Added 3 mins ago
DC
Store Associate
Defense Commissary Agency
Camp Pendleton, CA
- $41,591 to $54,071 USD / year
Added 3 mins ago
VH
Registered Nurse-Wound Care
Veterans Health Administration
Amarillo, TX
- $82,778 to $153,671 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 6 mins ago
VH
Registered Nurse - Patient Aligned Care Team
Veterans Health Administration
Fort Meade, SD
- $66,367 to $127,336 USD / year
Added 6 mins ago
VH
Registered Nurse - Inpatient Staff
Veterans Health Administration
Buffalo, NY
- $75,760 to $139,451 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 6 mins ago
VH
Registered Nurse (Perioperative)
Veterans Health Administration
Atlanta, GA
- $91,113 to $160,118 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 6 mins ago
VH
Registered Nurse - Inpatient Staff Nurse
Veterans Health Administration
Buffalo, NY
- $75,760 to $139,451 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 8 mins ago
Production Manager
Revolution
Terre Haute, IN
Revolution is seeking a motivated, hands-on Night Shift Production Manager to lead reprocessing operations at our Terre Haute, IN facility. This is an exciting opportunity for an…
Added 8 mins ago
Purchasing Lead
Revolution
Shelbyville, TN
Associate's or bachelor's degree in Supply Chain Management, Business Administration, Purchasing, Operations Management, or a related field. Equivalent relevant experience will be…
Added 9 mins ago
VH
Registered Nurse - Wound Care
Veterans Health Administration
Indianapolis, IN
- $68,174 to $120,511 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 9 mins ago
VH
Registered Nurse (RN) - Primary Care
Veterans Health Administration
Long Beach, CA · Santa Fe Springs, CA
- $111,502 to $190,737 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 9 mins ago
VH
Registered Nurse - Endoscopy, Intermittent
Veterans Health Administration
Indianapolis, IN
- $74,102 to $130,296 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 9 mins ago
VH
Registered Nurse-Clinical Nurse Educator
Veterans Health Administration
Amarillo, TX
- $82,778 to $153,671 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 9 mins ago
VH
RN-Inpatient Mental Health
Veterans Health Administration
Oklahoma City, OK
- $75,766 to $140,903 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 9 mins ago
VH
Outpatient Staff Registered Nurse (RN) (Cardiology Clinic)
Veterans Health Administration
Phoenix, AZ
- $89,703 to $166,144 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 10 mins ago
Warehouse & Logistics Associate
J. Blanton Plumbing
Columbus, OH
We are looking for an ambitious, dependable, and hardworking person to join our team as a Warehouse, Fleet & Logistics Associate.
Added 12 mins ago
VH
Registered Nurse - Spinal Cord Injury
Veterans Health Administration
Long Beach, CA
- $114,291 to $195,498 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…

Citigroup

Registered Wealth Service Associate

O'Fallon, MO, United States

$64,620.00 - $90,180.00 · Full-time

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Job details

Pay: $64,620.00 - $90,180.00
Job type: Full-time
Posting language: English

Original job description

Summary

The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Responsibilities:

+ Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.

+ Able to clearly articulate business value proposition, matching clients with the correct set of products and services.

+ Directly responsible for providing timely responses to client service requests, received via telephone or email.

+ Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.

+ Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).

+ Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.

+ Ensures that KYC/AML and other compliance norms are strictly adhered to.

+ Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.

+ Builds a rapport with back-office staff and seek out highest level of support from those teams.

+ Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.

+ Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.

+ Accountable for identifying prospective clients interested in becoming new clients.

+ Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.

+ Responsible for proactively contacting clients to identify needs and deepen relationships.

+ Complete all required trainings pertaining to the function in a timely manner.

+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency.

+ Qualifications: 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.Excellent verbal and written communication skills. Ability to communicate at a professional level.Positive and can-do attitude.Excellent people skills and ability to work in a team environment.Capable of working independently within established procedures and make decisions without manager approval.Able to perform multiple functions with a high degree of accuracy.Strong desire to create a top-notch client experience with every client every day.Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.Ability to support a diverse array of products and services.Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred.

+ Education: Bachelor's/University degree or equivalent experience

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Job Family Group:

Consumer Sales

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Job Family:

Telesales

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Time Type:

Full time

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Primary Location:

Ofallon Missouri United States

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Primary Location Full Time Salary Range:

$64,620.00 - $90,180.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Nov 04, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\_Career\_Supplement\_a11y.pdf)

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._

_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi's EEO P...

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More about this job

Skills

Salesforce
Sales
Relationship building
Communication skills
Work as a team
Work independently
Microsoft Office
Microsoft Excel
Microsoft Outlook
Microsoft Word
Decision making

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