Citi
Registered Client Service Associate
Bethesda Maryland United States · Full-time
Sponsorship not specified$74k-$104kDetected 22 days ago
Data AnalysisCommunicationProblem SolvingTime Management
About the role
- Applies analytical thinking and knowledge of data analysis tools and methodologies.
- Breaks down information in a systematic and communicable manner.
- Moderate but direct impact through close contact with the businesses' core activities.
Responsibilities
- Deliver wealth management services to clients with guidance from the Banker teams.
Requirements
- 2-5 years relevant experience
- Ability to problem solve and analyze data with demonstration of attention to detail
- previous sales referral experience Knowledge of investments, banking, and credit products
- Bachelor's/University degree or equivalent experience
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
- Strong verbal and written communication skills
- Client facing experience
- strong background and interest in the fields of operations and compliance
- US: Licenses: Series 7/63 or 7/66 or willing to acquire
- Education:
- Job Family Group:
- Private Client Coverage ------------------------------------------------------
- Job Family:
Skills
- Jul 07, 2026 ------------------------------------------------------
- View Citi's EEO Policy Statement and the Know Your Rights poster.
- For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
Compensation
- $74,390.00 - $103,810.00
- In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
- Available offerings may vary by jurisdiction, job level, and date of hire.
- Please see the requirements listed above. ------------------------------------------------------
- For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
- Most Relevant Skills
Benefits
- 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.
Equal opportunity
- 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.
This listing is sourced directly from Citi's careers page and normalized into a canonical job model.