As a Senior Wealth Services Specialist, you will serve as a subject matter expert on investment and banking procedures, acting as a critical resource for our clients and internal teams. This role is central to a dedicated team focused on delivering swift and effective issue resolution and includes high-touch interactions with Advisors and clients. You will be the first level of advanced support for both licensed and non-licensed associates, internal partners, and clients, managing escalated inquiries to ensure a seamless and positive client experience.
Key Responsibilities- Function as a primary point of contact for complex procedural and product-related escalations from internal partners and clients.
- Provide point-of-call resolution for intricate inquiries, leveraging in-depth knowledge of an expansive array of products and services (e.g., Investments, Banking).
- Resolve high-priority escalations from clients, wealth management teams, and senior leadership with professionalism and efficiency.
- Diligently document, track, and monitor all escalated items to guarantee timely and effective resolution.
- Partner with product owners and other strategic partners to research and resolve client requests, ensuring exceptional internal and external customer service.
Risk Management & Compliance:- Uphold the firm's reputation by rigorously assessing risk in all business decisions and ensuring compliance with applicable laws, rules, and regulations.
- Adherent to all company policies, applying sound ethical judgment in personal and business practices, and transparently escalating and managing control issues.
QualificationsRequired Experience & Skills:- 5-8 years of relevant experience in the financial services industry.
- Demonstrated expertise in complex financial products, including managed programs, alternative investments, and security-based lending.
- Proven ability to manage and expedite multiple tasks in a dynamic, fast-paced service environment.
- Possesses effective critical thinking and problem-solving skills to address and resolve escalated client issues.
- Advanced client service proficiency, with strong verbal, written, and active listening skills.
- A customer-focused, detail-oriented mindset with the ability to maintain a positive and professional attitude under pressure.
US FINRA Registration Requirements:- Required Current Registrations: SIE, Series 7, Series 63(or 66)
Preferred Qualifications:- Strong business acumen with an in-depth understanding of the internal operating model and overall value proposition.
- A track record as a consistent top-tier performer in previous roles.
- Demonstrates effective networking and relationship-building skills across various business lines
Education- Bachelor's degree/University degree or equivalent professional experience.
Job Family Group: Consumer Sales
Job Family:Consumer Sales Support
Time Type:Full time
Primary Location:Long Island City New York United States
Primary Location Full Time Salary Range:$88,400.00 - $132,600.00
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:Sep 17, 2026
Automated Processing and AIWe 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
