Jobs in the United States

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Added 2 hours ago
Wealth Management Client Associate
Bank of America
Yardley, PA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 2 hours ago
Wealth Management Client Associate
Bank of America
Philadelphia, PA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 4 hours ago
Private Wealth Client Associate
Bank of America
Frontenac, MO
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 4 hours ago
Registered Wealth Management Client Associate
Bank of America
Flower Mound, TX
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 10 hours ago
CC
Associate Director - Accounting Advisory
CrossCountry Consulting
Chicago, IL
- $124,500 to $210,000 USD / year
CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors,…
Added 14 hours ago
CC
ASSOCIATE, BUSINESS MANGEMENT SERVICES
Cresset Capital
Los Angeles, CA
- $75,000 to $85,000 USD / year
Cresset is seeking an Associate, Business Management Services, with 2+ years of relevant experience managing the administrative and private banking needs for our athlete and entertainer…
Added 15 hours ago
Registered Client Service Associate
MS Smith Barney, LLC
Sugar Land, TX
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through…
Added 15 hours ago
MS
Business Development Associate
MS Smith Barney, LLC
Greenwood Village, CO
- $50,000 to $95,000 USD / year
Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals
Added 16 hours ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate - Wilmington, DE
Campus
Wilmington, DE
Coordinate client management with the primary relationship manager (Private Wealth Advisor)
Added 16 hours ago
Merrill Private Wealth Supervision Manager
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Merrill Private Wealth Division provides comprehensive wealth management services to affluent and high-net-worth clients, as well as retirement and benefit plan services, philanthropic…
Added 16 hours ago
Merrill Wealth Management Client Associate – Advisor Development Program: Midtown Manhattan Market
Bank of America
New York, NY
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a…
Added 16 hours ago
Senior Tax Associate Private Wealth International
Baker Tilly Advisory Group, LP.
NEW YORK, NY
Added 17 hours ago
RegIS Centralized Investment Manager
Regions Bank
Hoover, AL
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and…
Added 17 hours ago
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 18 hours ago
VP Operations
Troon
Scottsdale, AZ · Irvine, CA
Troon is seeking a Vice President, Operations to drive client value, strengthen retention, increase product adoption, and oversee a portfolio of private, resort, and daily-fee properties.…
Added 19 hours ago
Partnership Tax Managing Director, Advanced Computational Services
BDO USA Experienced
Chicago, IL · Boston, MA · Cherry Hill, NJ · Costa Mesa, CA · McLean, VA · Los Angeles, CA · Melville, NY · NY · Oak Brook, IL · Rosemont, IL · San Diego, CA · San Francisco, CA · San Jose, CA · Seattle, WA · Spokane, WA · Stamford, CT · Walnut Creek, CA · Woodbridge, NJ
…process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team…
Added 20 hours ago
Registered Private Wealth Client Associate
Bank of America
Boston, MA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 20 hours ago
Director, Oncology National Accounts
Ridgefield, CT
Added 21 hours ago
Registered Wealth Management Client Associate
Bank of America
Findlay, OH
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 23 hours ago
RPS Registered Client Service Associate
Citigroup
Jacksonville, FL
The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone…
Added 1 day ago
Wealth Management Client Associate
Bank of America
Monroe, LA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Wealth Management Client Associate
Bank of America
Scranton, PA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Registered Private Wealth Client Associate
Bank of America
Pittsburgh, PA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Registered Wealth Management Client Associate
Bank of America
Pittsburgh, PA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Registered Wealth Management Client Associate
Bank of America
Austin, TX
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

Citigroup

RPS Registered Client Service Associate

Jacksonville, FL, United States

$62,620.00 - $87,380.00 · Full-time

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Job details

Pay: $62,620.00 - $87,380.00
Job type: Full-time
Posting language: English
Posted: Oct 24, 2026

Original job description

Job Description

The Client Services Associate is a developing professional role, 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. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

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.
Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available.
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.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
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’ relevant experience in Customer Service with emphasis on investments or investment-related products preferred.
Prior work experience in a related job; that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Basic understanding of investment and financial planning strategies preferred.
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.
Capable of working independently within established procedures and making decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
Required current US FINRA Registration: SIE, Series 7, 66 (or 63 and 65) .
Must meet ALL USA FINRA Registration requirements within 150 days of starting in the role

Education:

Bachelor’s/University degree, Master’s degree preferred

Job Family Group:

Consumer Sales

Job Family:

Telesales

Time Type:

Full time

Primary Location:

Jacksonville Florida United States

Primary Location Full Time Salary Range:

$62,620.00 - $87,380.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date:

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)

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 Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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More about this job

Skills

Regulatory compliance
Know your customer
Anti-money laundering
Demonstrate consideration
Reporting
Customer service
Financial planning
Relationship building
Communication skills
Work independently
Microsoft Office
Microsoft Excel
Microsoft Outlook
Microsoft Word
Sales
Decision making

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Work requirements

Jobs in the United States