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Licensed Wealth Client Services Specialist

Citi Group

Citi is seeking a Licensed Client Service Associate in San Francisco to support wealth management services with Banker teams. The role emphasizes analytical thinking, data analysis, and clear communication in a client-facing environment. Ideal candidates have 2–5 years of experience, a Bachelor's degree, and Series 7/63 or 7/66 licenses. Mandarin/Cantonese skills are a plus. The position is full-time in San Francisco, with a salary range reflecting market norms. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
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