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Citigroup

Senior Client Service Manager - San Francisco Area

Citigroup

San Francisco, CA · full time · Senior

$163,600 – $245,400

Listed on Citigroup’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This role manages a client service team in wealth management, overseeing day-to-day operations, staff performance, and process improvements for banking and investment products. It suits experienced managers with deep knowledge of wealth management operations, regulatory compliance, and the ability to lead and develop high-performing teams.

Our summary, not Citigroup’s wording. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

Required

  • 10+ years of experience
  • Experience in business management and risk/control in wealth management
  • Team leadership experience
  • Knowledge of client onboarding and KYC/AML requirements
  • Bachelor's degree
  • US FINRA licensing: SIE, Series 7, Series 63 or 66, and Series 24 or Series 9/10

Nice to have

  • Master's degree

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