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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Licensed Client Service Associate

Job Req ID 22468846 Primary Location San Antonio, Texas Job Category Private Client Coverage
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Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus is on client satisfaction and deepening relationships.

Job Responsibilities

  • Efficiently manage inquiries from CWM FAs and Clients for New Account Opening/Asset Transition
  • Strong problem solving and decision making skills, combined with an understanding of regulatory requirements are required to perform job functions.
  • Interprets procedures/ instructions to resolve problems within established policies and procedures, while adhering to banking and brokerage regulatory requirements
  • Works under little to no direct supervision while performing job duties
  • As required, may train lower level team members
  • Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided
  • Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function.


  • Strong Computer Skills (MS Office)
  • Excellent verbal and written skills
  • Ability to build rapport over the phone
  • Ability to be flexible with work schedule to include weekends and evening
  • Proven success working in a team environment
  • Attention to detail
  • Organization skills
  • Solid work ethic, professionalism, and positive attitude
  • Ability to thrive in a dynamic work environment

Licensing Requirements:

Securities Industry Essentials (SIE) - Series 7/63 or 7/66


College degree preferred or equivalent work experience

Minimum of 1 year Investment Industry experience


Job Family Group:

Private Client Coverage


Job Family:

Client Services


Time Type:

Full time


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


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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