# Licensed Client Service Associate - Long Island, Queens, Westchester and CT [Citi](https://www.jorb.ai/firms/citi.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Citi is hiring a Licensed Client Service Associate - Long Island, Queens, Westchester and CT in New York. Posted 2025-03-24; applications close 2026-08-03. **Apply**: https://citi.wd5.myworkdayjobs.com/2/job/Uniondale-New-York-United-States/Licensed-Client-Service-Associate---Long-Island--Queens--Westchester-and-CT_24767694 Posted 1y ago. ## Role details ## Overview The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. It integrates established disciplinary knowledge within the own specialty area with a basic understanding of related industry practices. The role requires a good understanding of how the team interacts with others to accomplish area objectives. Develops working knowledge of industry practices and standards. Must be able to exchange information concisely and logically and be sensitive to audience diversity. The role has limited but direct impact on the business through the quality of tasks and services provided, with impact restricted to the holder's own team. ## Responsibilities - High proficiency in Capital Markets, Bloomberg, Reuters, and Microsoft Office; monitor money manager performance and update monthly - Provide high level support to Securities Specialists including but not limited to client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, and Executive Financial Services requests - Build and maintain relationships with the client base; be familiar with target clients for various investment products and offerings - Manage high call volume, screen and prioritize phone calls, and take initiative with client inquiries - Depending on business model, liaise with Private Banking Universe including Private Bankers, ROEs, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, and Investment Counselors - Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citi and its clients and assets by driving compliance with applicable laws, rules, and regulations; adhere to policy, apply sound ethical judgment, and escalate, manage, and report control issues with transparency ## Qualifications - 0–2 years of relevant experience - Strong organizational skills with the ability to manage multiple concurrent deadlines - Strong communication skills - Proficient in Microsoft Office Suite ## Education - Bachelor’s/University degree or equivalent experience ## Job Details **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** Full Time **Primary Location:** Uniondale, New York, United States **Primary Location Full Time Salary Range:** $61,280.00 – $109,280.00 In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, 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. **Anticipated Posting Close Date:** March 31, 2025 Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citi invites 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. ## Applying to this role This Licensed Client Service Associate - Long Island, Queens, Westchester and CT role at Citi runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=citi&job=6a434290b05134bbd0ab6a6e) ## More open roles at Citi - [Personal Banker SAFE Act, Brooklyn Area](https://www.jorb.ai/jobs/6a46c49ebf8309301a1ae20d.md) – New York, posted 2d ago - [Analyst- Global Money Markets Origination—Commercial Paper](https://www.jorb.ai/jobs/6a45abdc1d0d2d906f9f476d.md) – New York, posted 3d ago - [Part-Time Universal Banker (20 Hours) - Brush Hollow Branch](https://www.jorb.ai/jobs/6a43e95b75d1a4009f213d28.md) – New York, posted 4d ago - [Part-Time Teller (20 Hours) - Lakeland Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5abf.md) – New York, posted 8d ago - [Part-Time Teller (20 Hours) - Lindenhurst Branch](https://www.jorb.ai/jobs/6a3ea35d608d7faccd3b5ab7.md) – New York, posted 8d ago ## Other open Private Wealth roles - [2027 Off-Cycle Internship - Global Wealth Management, Solutions - HK](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc1.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Hong Kong, posted 1d ago - [2027 Off-Cycle Internship - Global Wealth Management, CIO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddbb.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 1d ago - [Investment Advisory Internship](https://www.jorb.ai/jobs/6a272083ae1187b05dc34b07.md) at [Endowus](https://www.jorb.ai/firms/endowus.md) – Singapore, posted 25d ago - [2027 Off-Cycle Internship - Global Wealth Management, CMO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc0.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 1d ago - [Private Wealth Associate](https://www.jorb.ai/jobs/69e7dfa6d930265e52dac438.md) at [AllianceBernstein](https://www.jorb.ai/firms/alliancebernstein.md) – New York, posted 2mo ago --- Updated: 2026-07-04 Canonical: https://www.jorb.ai/jobs/6a434290b05134bbd0ab6a6e