{"id":1542906,"url":"https://alion.io/job/citi-wealth-team-client-service-associate","title":"Wealth Team Client 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":304,"ghost_share":0.01,"stale_share":0,"repost_share":0.102,"time_to_fill_p50_days":11,"computed_at":"2026-10-02T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","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":["San Antonio, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":62620,"max":87380,"currency":"USD","period":"year","gross":null,"usd_annual":87380},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-30T21:25:24Z","employer_posted_date":"2026-09-30","last_verified_at":"2026-10-02T20:07:03Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"The Team Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.\nResponsibilities:\nDeliver wealth management services to clients with guidance from the Wealth Advisors and Client Onboarding team.\nSupports an expansive and/or diverse array of products/services (e.g., Investment, banking, mortgage)\nDocuments, tracks, and monitors client onboarding and items escalated to them to ensure a timely resolution using internal tracking system.\nProvides client onboarding functions such as, account opening, including complex and cross-border accounts, asset transfer, account maintenance and general activities of licensed client service associates.\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.\nQualifications:\n2-5 years relevant experience\nAbility to multi-task with strong organizational and time management skills per the needs of the wealth advisors, client onboarding team and clients\nAbility to problem solve and analyze data with demonstration of attention to detail\nStrong verbal and written communication skills\nClient facing experience; strong background and interest in the fields of operations and compliance; knowledge of investments, banking, and credit products\nUS: Licenses: Series SIE, 7/63 or 7/66\nEducation:\nBachelor's/Universitydegree or equivalent experience\n------------------------------------------------------\nJob Family Group:\nPrivate Client Coverage------------------------------------------------------\nJob Family:\nClient Services------------------------------------------------------\nTime Type:\nFull time------------------------------------------------------\nPrimary Location:\nSan Antonio Texas United States------------------------------------------------------\nPrimary Location Full Time Salary Range:\n$62,620.00 - $87,380.00In 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:\nOct 07, 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":5257,"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":["Financial Services","Wealth Management & Financial Advisors","Payment Processing & Gateways","Consumer Loans & Pawnshops"],"lifecycle":[{"event":"open","at":"2026-09-30T21:25:24Z"}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":11,"reasons":["conf:13","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-02T05:45:00Z"},"pay":{"stated_usd_annual":87380,"is_top_pay":true},"html_url":"https://alion.io/job/citi-wealth-team-client-service-associate","json_url":"https://alion.io/job/citi-wealth-team-client-service-associate.json","meta":{"generated_at":"2026-10-03T02:27:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2704,"day_limit":5000,"remaining_today":2296,"minute_limit":60,"resets_at":"2026-10-04T00:00:00Z"}}}