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Wealth Investment Services Associate (Non-Licensed) - Hybrid

Job Req ID 22572502 Location(s) Jacksonville, Florida Job Category Consumer Sales
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The Wealth Investment Services Associate (Non Licensed) role is an entry level position 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 .


  • Clearly articulate business value proposition (products and services).
  • Effectively and timely attend 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.
  • Ensures that KYC/AML and other compliance norms are strictly adhered to.
  • Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
  • Builds a rapport with back-office staff and seek out highest level of support from those teams.
  • Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
  • React to client needs for investment products by referring such clients to licensed investment representatives.
  • Complete client contact campaigns as defined by Sales Management
  • Support ad-hoc initiatives/projects as required by Sales Management
  • Complete all required trainings pertaining to the function in a timely manner.
  • Appropriately assess risk when business decisions are made, demonstrating particular 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.


  • 2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
  • Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
  • 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.


  • Bachelor's Degree/University degree or equivalent experience


Job Family Group:

Consumer Sales


Job Family:



Time Type:

Full time


Primary Location:

Jacksonville Florida United States


Primary Location Salary Range:

$48,180.00 - $63,600.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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