{"id":3524119,"url":"https://alion.io/job/citi-registered-wealth-service-associate-4","title":"Registered Wealth Service Associate","company":{"id":7841,"name":"Citi","domain":"citi.com","url":"https://alion.io/company/citi","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":512,"ghost_share":0.006,"stale_share":0.131,"repost_share":0.072,"time_to_fill_p50_days":9,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Jacksonville, United States","San Antonio, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":64620,"max":90180,"currency":"USD","period":"year","gross":null,"usd_annual":90180},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-28T00:00:00Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-01T21:30:18Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"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.\nResponsibilities:\nFully accountable for servicing and supporting Citi’s Investment and/or Banking clients.\nAble to clearly articulate business value proposition, matching clients with the correct set of products and services.\nDirectly responsible for providing timely responses to client service requests, received via telephone or email.\nProvides 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. \nHandles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).\nEnsures customer claims and complaints are handled in accordance with FINRA and firm policy.\nEnsures that KYC/AML and other compliance norms are strictly adhered to.\nBuilds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.\nBuilds a rapport with back-office staff and seek out highest level of support from those teams.\nProvides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.\nResponsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.\nAccountable for identifying prospective clients interested in becoming new clients.\nResponsible for executing specific client contact campaigns as defined by Sales Management/Segments.\nResponsible for proactively contacting clients to identify needs and deepen relationships.\nComplete all required trainings pertaining to the function in a timely manner.\nAppropriately 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.\n 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.\nEducation: Bachelor's/University degree or equivalent experience \n------------------------------------------------------\nJob Family Group:\nConsumer Sales------------------------------------------------------\nJob Family:\nTelesales------------------------------------------------------\nTime Type:\nFull time------------------------------------------------------\nPrimary Location:\nOfallon Missouri United States------------------------------------------------------\nPrimary Location Full Time Salary Range:\n$64,620.00 - $90,180.00In 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.\n------------------------------------------------------\nMost Relevant Skills\nPlease see the requirements listed above.------------------------------------------------------\nOther Relevant Skills\nFor complementary skills, please see above and/or contact the recruiter.------------------------------------------------------\nAnticipated Posting Close Date:\nNov 04, 2026------------------------------------------------------\nAutomated Processing and AI\nWe 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.\nImportantly, 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.\nIllinois residents - AI Notice and Right\n------------------------------------------------------\nCiti 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.\nIf 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.\nView Citi’s EEO Policy Statement and the Know Your Rights poster.","description_format":"text","description_chars":6703,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Wellness"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Cards & Card Issuing","Wealth Management & Financial Advisors","Payment Processing & Gateways","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-30T13:22:46Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.942,"p_room":0.9,"age_days":4,"expected_fill_days":9,"reasons":["conf:5","wave","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":90180,"is_top_pay":true},"html_url":"https://alion.io/job/citi-registered-wealth-service-associate-4","json_url":"https://alion.io/job/citi-registered-wealth-service-associate-4.json","meta":{"generated_at":"2026-11-01T23:11:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35315,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7841},"rest":"https://alion.io/mcp/rest/get_company?id=7841"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fciti-registered-wealth-service-associate-4"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fciti-registered-wealth-service-associate-4"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fciti-registered-wealth-service-associate-4"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/citi-registered-wealth-service-associate-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fciti-registered-wealth-service-associate-4"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3524119}},{"tool":"search_jobs","arguments":{"company":"citi.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3524119},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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