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Wealth Service Associate Jobs (NOW HIRING)

Citigroup Inc

Wealth Service Associate

O Fallon, MO · On-site

$64K - $90K/yr

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through ...

Citi

Registered Wealth Service Associate

O Fallon, MO · On-site

$64K - $90K/yr

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through ...

Citi

Registered Wealth Service Associate

San Antonio, TX · On-site

$64K - $90K/yr

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through ...

Integritymarketing

Wealth Services Associate

Urbandale, IA · On-site

$15 - $20/hr

The Role The Wealth Service Associate will develop a full understanding of data flow through Black Diamond, RCI and CRM Wealth Platform. This position will organize the data coming into Black Diamond ...

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How much do wealth service associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for wealth service associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 per hour, depending on experience, location, and employer.

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Infographic showing various Wealth Service Associate job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $39,549 per year, or $19 per hour.

Wealth Service Associate

O Fallon, MO • On-site

Citigroup Inc
Banking and Credit Intermediation • 5 - 10K employees
Learn more about Citigroup Incexternal

$64K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

Job description

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully 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.
Responsibilities:

  • Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
  • Directly responsible for providing timely responses 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.
  • Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).
  • 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.
  • Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
  • Accountable for identifying prospective clients interested in becoming new clients.
  • Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
  • Responsible for proactively contacting clients to identify needs and deepen relationships.
  • 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.
Qualifications:
  • 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • 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.
  • US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
  • Bachelor's/University degree, Master's degree preferred

Job Family Group:
Consumer Sales
Job Family:
Telesales
Time Type:
Full time
Primary Location:
Ofallon Missouri United States
Primary Location Full Time Salary Range:
$64,620.00 - $90,180.00
In 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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 28, 2026
Automated Processing and AI
We 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.
Importantly, 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.
Illinois residents - AI Notice and Right
Citi 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.
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 Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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